Transfer Associate

Key Responsibilities: Review and process account transfer requests and supporting documentation Communicate with external firms regarding transfer status and requirements Verify client requests and ensure all required documentation is complete and accurate Review transfer forms and authorization letters for accuracy and completeness Maintain detailed records and follow up to ensure requests are completed timely Reconcile client accounts accurately Prepare and distribute client correspondence Respond to phone, email, and mail inquiries with a high level of professionalism Perform general administrative duties, including filing, copying, and document processing Support team members and other areas during periods of high volume Participate in team meetings, training, and ongoing professional development

What we’re looking for: 2+ years of recent administrative or client services experience Banking or financial-services experience preferred Strong document processing, data-entry, and reconciliation skills Proficiency with Outlook, Word, and Excel Excellent communication and customer-service skills Strong attention to detail and ability to manage multiple priorities🏢 On-site in Memphis, TN initially, with a transition to hybrid📩 Interested? Send your resume or apply!#Hiring #Account Transfer #Financial Services #Banking Jobs #Client Services #Administrative Jobs #Contract Jobs #Memphis Jobs #Now Hiring