Account Transfer Specialist — Client Services & Ops

SGS Technologie; Memphis (TN); On-site; USD 40,000 - 55,000; Full time

Job summary

SGS Technologie in Memphis, Tennessee is seeking a candidate for the Account Transfers team. The role involves reviewing client account transfer requests, making calls to firms, and ensuring all documentation is complete. Ideal candidates will have over 2 years of administrative or client service experience, preferably in banking or financial services.

Strong data entry skills and proficiency in Microsoft Office are essential. The position requires maintaining professionalism and strong communication skills to provide excellent customer service.

Qualifications

• 2+ years of recent administrative or client services experience in a professional office.
• Experience in banking or financial services.
• Candidates must complete a data entry assessment with at least 6000 KPH and 85% accuracy.

Responsibilities

• Review and approve client requests for account transfers.
• Make phone calls to firms regarding transfer statuses.
• Screen incoming client requests and verify legal documentation.
• Maintain detailed records of client requests.
• Reconcile client accounts accurately.

Skills

Administrative experience

Client service experience

Data entry skills

Microsoft Office Suite

Communication skills

Job description

SGS Technologie in Memphis, Tennessee is seeking a candidate for the Account Transfers team. The role involves reviewing client account transfer requests, making calls to firms, and ensuring all documentation is complete. Ideal candidates will have over 2 years of administrative or client service experience, preferably in banking or financial services.

Strong data entry skills and proficiency in Microsoft Office are essential. The position requires maintaining professionalism and strong communication skills to provide excellent customer service.