Transfer Associate

Transfer Associate Raymond James Financial, Inc. - 3.7 Memphis, TN Job Details $18 - $24 an hour 13 hours ago Benefits Health insurance Dental insurance 401(k) Vision insurance Qualifications High school diploma or

GED Full Job Description Job Summary:

This person will be responsible for supporting the Account Transfers team.

Essential Duties and Responsibilities:

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. 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.

Knowledge, Skills, and Abilities:

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. Strong data entry skills - suitable candidates must score at least 6000 KPH with 85% accuracy or higher. Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel). Willingness to go above and beyond for customers. Proactive problem-solving skills. Ability to maintain a professional demeanor at all times. Strong written and verbal communication skills. Minimum of a High School Diploma/GED completed. This is the pay range that Magnit reasonably expects to pay for this position: $18.00/hour - $24.00/hour

Benefits:

Medical, Dental, Vision, 401K

QUALIFICATION/LICENSURE

Work Authorization :

US Citizen, Green Card, Other valid work visa Preferred years of experience : 1 years Travel required : No travel required Shift timings :