Transfer Associate

TEKsystems•Saint Petersburg, FL

5d•$24 - $24•Hybrid

About The Position

This person will be responsible for supporting the Account Transfers team. They will review and approve client requests to transfer accounts to and from contra firms, make routine phone calls to contra firms regarding the status of transfers, and screen incoming or outgoing client requests. This role also involves verifying necessary legal documentation, scrutinizing information on transfer forms and letters of authorization, and maintaining detailed records to ensure timely completion of client requests. The associate will also reconcile client accounts, create and distribute client correspondence, and assist management in improving department productivity through participation in meetings, training, and self-development. Additionally, they will handle mail, phone, and email inquiries with professionalism, perform general clerical duties, and assist other department areas during high volume periods or when staffing is low. Other duties and responsibilities as assigned.

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
Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
Minimum Highschool Diploma or GED

Responsibilities

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 Service 1st professionalism
Performs general clerical activities, including faxing, copying and filing
Assists other areas of the department with various functions when volume is high and/or staffing levels are low
Performs other duties and responsibilities as assigned