Account Transfer Associate I Memphis, TN

Responsibilities

• Reviews and approves client requests to transfer accounts to and from contra firms.
• 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.
• Affords assistance with various requests for information, referring more complex matters to colleagues.
• Answers the telephone and assists callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
• Carries out standard customer service activities and handles simple customer inquiries.
• Enters data into standard branch systems, reviewing and verifying it for accuracy.
• Handles and documents counter transactions.
• Maintains files and records.
• Organizes own work schedule each day in line with changing priorities.
• Follows a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develops and maintains excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Requirements

• Uses clear and effective verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
• Sustains a client-first mindset when delivering operational support across teams.
• Works under supervision to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works under supervision to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
• Applies understanding of the business environment and objectives to develop solutions under supervision.
• Works under supervision to meet high customer service standards.
• Works under supervision to perform data analysis for use in reports to help guide decision making.
• Selects, deploys and gets the best results from the most appropriate office system.

Qualifications

• High School (HS) (Required)
• General Experience - 4 to 6 months
• Certifications

Skills

• Uses clear and effective verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
• Sustains a client-first mindset when delivering operational support across teams.
• Works under supervision to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works under supervision to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
• Applies understanding of the business environment and objectives to develop solutions under supervision.
• Works under supervision to meet high customer service standards.
• Works under supervision to perform data analysis for use in reports to help guide decision making.
• Selects, deploys and gets the best results from the most appropriate office system.

Benefits

• Total compensation includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.
• The position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Pay

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Schedule

This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Memphis, TN Corporate Office.