Data Entry Specialist

TEKsystems•Memphis, TN

1d•$24 - $24•Hybrid

About The Position

Full-time role for candidates local to Memphis, TN Will work fully onsite each day for training (around 4 weeks) Will work a hybrid schedule once training is complete- onsite 3 days per week Opportunity for extension or conversion based on attendance/performance. Laptop provided Job Summary: This person will be responsible for supporting the Account Transfers team. Reviews and approve client requests to transfer accounts to and from contra firms Routinely make phone calls to the contra firms regarding status of transfers Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents Scrutinizes information contained in all types of transfer forms and letters of authorization Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment Reconciles client accounts accurately Effectively creates and distributes client correspondence Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development Answers mail, phone calls and email inquiries with exemplary Work Schedule: 8am-5pm, Monday through Friday

Requirements

2+ years of recent administrative or client services experience within a professional office environment (not from healthcare)
Experience working in banking or financial services
Experience processing documents/document management
Strong data entry skills, Suitable candidates must score at least 6000 KPH with 85% accuracy or higher.
Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)

Responsibilities

supporting the Account Transfers team
Reviews and approve client requests to transfer accounts to and from contra firms
Routinely make phone calls to the contra firms regarding status of transfers
Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents
Scrutinizes information contained in all types of transfer forms and letters of authorization
Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment
Reconciles client accounts accurately
Effectively creates and distributes client correspondence
Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development
Answers mail, phone calls and email inquiries with exemplary