Customer Accounts Transfer Associate

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

Job Summary

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

Job Duties

• Reviews and approve client requests to transfer accounts to and from contra firms
• Routinely make phone calls to the contra firms regarding 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 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

Qualifications

• 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 – candidates must complete a data entry assessment scoring at least 6000 KPH with 85% accuracy or higher; include results at the top of the resume
• Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
• Willingness to go above and beyond for customers
• Ability to maintain a professional demeanor at all times
• Strong written and verbal communication skills