Account Transfer Associate (Service Team) | Southfield, MI

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.
• Conducts data entry into company systems, reviewing and verifying the information to ensure accuracy and accessibility.
• Enters data into standard branch systems, reviewing and verifying it for accuracy.
• Carries out data entry into company systems, reviewing and verifying it for accuracy.
• Maintains files and records.
• Organizes own work schedule each day in line with changing priorities.
• Fulfills 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.

Requirements

• Uses clear and effective verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
• Supports business processes under supervision by applying an understanding and effective use of standard office equipment and standard software packages.
• Works under supervision to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability.
• 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

• Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS)

Skills

• Uses clear and effective verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
• Supports business processes under supervision by applying an understanding and effective use of standard office equipment and standard software packages.
• Works under supervision to develop appropriate plans or perform necessary actions based on recommendations and requirements.
• Works to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability.
• 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.
• This 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 Southfield, MI Corporate Office. Schedule: 11am-8pm EST Schedule during training: 8am-5pm EST Onsite Training Requirement: First 30 days required to be onsite Monday-Thursday.