Account Transfer Specialist | Financial Operations (Hybrid)

TEKsystems; Memphis (TN); Hybrid; USD 27,000 - 39,000; Full time

Job summary

TEKsystems in Memphis, TN seeks a detail-oriented Transfer Specialist to support account transfers in a regulated financial services environment. You will review client requests, validate documentation, and coordinate with financial institutions to ensure timely, accurate transfer processing.

This hybrid contract-to-hire role requires 2+ years in admin/ops or banking services, proficiency with Outlook/Word/Excel, and strong attention to detail.

Qualifications

• Minimum 2 years of administrative, operations, or client service experience within a professional office environment.
• Experience working in banking, financial services, credit unions, brokerage operations, or related industries.
• Experience reviewing, processing, or managing documents and records.
• Strong attention to detail and accuracy.
• Proficiency with Microsoft Outlook, Word, and Excel.
• High School Diploma or GED.

Responsibilities

• Review and process client account transfer requests.
• Verify transfer forms and supporting documentation for accuracy and completeness.
• Communicate with external financial institutions regarding transfer status and outstanding requirements.
• Maintain accurate records, notes, and documentation throughout the transfer process.
• Research and resolve transfer-related issues.
• Respond to inquiries via phone, email, and written correspondence.
• Reconcile information to ensure account accuracy.
• Support department goals through process improvement and teamwork.
• Perform general administrative and clerical tasks as needed.

Skills

Administrative experience

Operations experience

Client service

Education

High School Diploma or GED

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

TEKsystems in Memphis, TN seeks a detail-oriented Transfer Specialist to support account transfers in a regulated financial services environment. You will review client requests, validate documentation, and coordinate with financial institutions to ensure timely, accurate transfer processing.

This hybrid contract-to-hire role requires 2+ years in admin/ops or banking services, proficiency with Outlook/Word/Excel, and strong attention to detail.