Account Transfer Associate | St. Petersburg, FL

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.
• 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 an understanding of the business environment and objectives to develop solutions under supervision.
• Works under supervision to meet high customer service standards.
• Applies understanding of the business environment and objectives to develop solutions under supervision.
• 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)