Financial Services Professional

Revolution Technologies; Memphis (TN); Hybrid; USD 44,928 - 54,912; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Job summary

A leading technology staffing agency is seeking a Senior Technology Recruiter in Memphis, TN. This full-time role involves supporting the Account Transfers team by managing client requests and ensuring documentation accuracy. The recruiter will work onsite initially, transitioning to a hybrid model after training. Candidates should have at least 2 years of administrative experience with strong data entry and communication skills.

Qualifications

• 2+ years of experience in an administrative or client services role within a professional office environment.
• Experience in banking or financial services.
• Basic to intermediate skills with Microsoft Office Suite.

Responsibilities

• Review and approve client requests to transfer accounts.
• Make calls to contra firms about transfer statuses.
• Maintain records to ensure timely completion of client requests.

Skills

Administrative experience

Client services experience

Data entry skills

Microsoft Office Suite

Problem-solving skills

Communication skills

Education

High School Diploma/GED

Job description

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Senior Technology Recruiter @ Revolution Technologies | Connecting Extraordinary Talent

Rate: $24/hour

Full-time role for candidates local to Memphis, TN

Work Schedule: 8am-5pm, Monday through Friday

Contract - 4+ months - there is a possibility for extension for another 6 months beyond the initial 6 months, as well as an opportunity to convert to FTE, depending on performance, attendance, and if there is an open FTE position.

Will work fully onsite each day for training (around 4 weeks)

Will work a hybrid schedule once training is complete - onsite 3 days per week

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

• 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 - please have all candidates complete a data entry assessment. 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

Education:

Minimum of a High School Diploma/GED Completed

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Customer Service, Administrative, and Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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