Transfer Associate

Now Hiring: Account Transfer Associate📍 Memphis, TN | On-SiteWe’re seeking a detail-oriented professional with 2+ years of recent administrative or client services experience to join a financial-services environment.Key Responsibilities:Review and process account transfer requests and supporting documentationCommunicate with external firms regarding transfer status and requirementsVerify client requests and ensure all required documentation is complete and accurateReview transfer forms and authorization letters for accuracy and completenessMaintain detailed records and follow up to ensure requests are completed timelyReconcile client accounts accuratelyPrepare and distribute client correspondenceRespond to phone, email, and mail inquiries with a high level of professionalismPerform general administrative duties, including filing, copying, and document processingSupport team members and other areas during periods of high volumeParticipate in team meetings, training, and ongoing professional developmentWhat we’re looking for:2+ years of recent administrative or client services experienceBanking or financial-services experience preferredStrong document processing, data-entry, and reconciliation skillsProficiency with Outlook, Word, and ExcelExcellent communication and customer-service skillsStrong attention to detail and ability to manage multiple priorities🏢 On-site in Memphis, TN initially, with a transition to hybrid📩 Interested? Send your resume or apply!#Hiring #AccountTransfer #FinancialServices #BankingJobs #ClientServices #AdministrativeJobs #ContractJobs #MemphisJobs #NowHiring