Transfer & Client Services Associate – Hybrid

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

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.