Transfer Associate

Description:

• Reviews and approves client requests to transfer accounts to and from contra firms.
• Routinely makes phone calls to the contra firms regarding the 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 the regulated time allotment.
• Reconciles client accounts accurately.
• Effectively creates and distributes client correspondence.
• Affords assistance to 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.
• Affords assistance to 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.

Qualification/Licensure:

• Work Authorization: US Citizen, Green Card, Other valid work visa
• Travel Required: No travel required
• Shift Timings: Not specified

Pay:

USD 18.00 - USD 24.00 Per Hour

Benefits:

• Medical
• Dental
• Vision
• 401K

Job Location:

Memphis, Tennessee (Hybrid)