Transfer Associate

NextPath Workforce Solutions; Memphis (TN); Hybrid; USD 42,000 - 52,000; Full time

Job summary

NextPath Workforce Solutions seeks a detail-oriented administrative professional to support client services in a financial-services environment. The role requires 2+ years of recent experience and strong data-entry, reconciliation, and document-processing skills.

You will review account transfer requests, communicate with external firms, maintain records, and assist with daily administrative duties. On-site in Memphis, TN initially, with a transition to hybrid work as you settle in.

Qualifications

• 2+ years of recent administrative or client services experience.
• Banking or financial-services experience preferred.
• Proficiency with Outlook, Word, and Excel.
• Excellent communication and customer-service skills.
• Strong attention to detail and ability to manage multiple priorities.

Responsibilities

• Review and process account transfer requests and supporting documents.
• Communicate with external firms about transfer status and requirements.
• Verify client requests and ensure complete and accurate documentation.
• Review transfer forms and letters for accuracy and completeness.
• Maintain detailed records and follow up for timely completion.
• Reconcile client accounts accurately.
• Prepare and distribute client correspondence.
• Respond to phone, email, and mail inquiries professionally.
• Perform general administrative duties such as filing and document processing.
• Support team during high-volume periods.
• Participate in team meetings, training, and development.

Skills

Data entry

Client services

Document processing

Reconciliation

Communication

Multitasking

Attention to detail

Tools

Outlook

Word

Excel

Job description

We’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 documentation
• Communicate with external firms regarding transfer status and requirements
• Verify client requests and ensure all required documentation is complete and accurate
• Review transfer forms and authorization letters for accuracy and completeness
• Maintain detailed records and follow up to ensure requests are completed timely
• Reconcile client accounts accurately
• Prepare and distribute client correspondence
• Respond to phone, email, and mail inquiries with a high level of professionalism
• Perform general administrative duties, including filing, copying, and document processing
• Support team members and other areas during periods of high volume
• Participate in team meetings, training, and ongoing professional development

What we’re looking for:

• 2+ years of recent administrative or client services experience
• Banking or financial-services experience preferred
• Strong document processing, data-entry, and reconciliation skills
• Proficiency with Outlook, Word, and Excel
• Excellent communication and customer-service skills
• Strong attention to detail and ability to manage multiple priorities

On-site in Memphis, TN initially, with a transition to hybrid