Transfer Specialist

TEKsystems; United States; Hybride; USD 27 000 - 39 000; Plein temps

Avantages offerts par ce poste

Medical, dental & vision

401(k) Retirement Plan

Hybrid work arrangement

Paid time off

Résumé du poste

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

Ideal candidates have 2+ years in banking, financial services, or operations, strong attention to detail, and proficiency with Outlook, Word, and Excel.

Qualifications

• Minimum 2 years of recent 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 required.

Responsabilités

• 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.

Connaissances

Attention to detail

Banking/Financial services

Document review

Client service

Communication skills

Formation

High School Diploma or GED

Outils

Microsoft Outlook

Microsoft Word

Microsoft Excel

Description du poste

Description

We are seeking a detail-oriented Transfer Specialist to support account transfer operations within a financial services environment. This role involves reviewing client requests, validating documentation, coordinating with financial institutions, and ensuring account transfers are completed accurately and within required timelines.

This is an excellent opportunity for candidates with experience in banking, financial services, client support, or operations processing who enjoy working in a fast-paced, regulated environment.

Key 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.

Required Qualifications

• Minimum 2 years of recent 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 required.

Preferred Qualifications

• Experience with account transfers, account maintenance, or financial operations.
• Brokerage, wealth management, or investment services experience.
• experience working in regulated environments with compliance requirements.
• Strong organizational and problem-solving skills.

What You'll Bring

• Excellent communication and customer service skills.
• Ability to prioritize multiple tasks and meet deadlines.
• Strong analytical and critical-thinking abilities.
• High level of professionalism and attention to detail.
• Ability to work independently while collaborating with team members.

Ideal Backgrounds

• Transfer Specialist
• Banking Operations Associate
• Financial Services Representative
• Client Services Associate
• Brokerage Operations Associate
• Wealth Management Support Representative
• Account Maintenance Specialist
• Investment Operations Associate

Why Apply?

• Opportunity to gain experience in financial operations.
• Exposure to account transfer and brokerage support processes.
• Collaborative team environment.
• Potential for long-term career growth through contract-to-hire conversion.

Job Type & Location

This is a Contract to Hire position based out of Memphis, TN.

Pay and Benefits

The pay range for this position is $24.00 - $24.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following:Medical, dental & visionCritical Illness, Accident, and Hospital401(k) Retirement Plan Pre-tax and Roth post-tax contributions availableLife Insurance (Voluntary Life & AD&D for the employee and dependents)Short and long-term disabilityHealth Spending Account (HSA)Transportation benefitsEmployee Assistance ProgramTime Off/Leave (PTO, Vacation or Sick Leave)

Job Type & Location

This is a Contract to Hire position based out of Memphis, TN.

Application Deadline

This position is anticipated to close on Oct 22, 2026.

Workplace Type

This is a hybrid position in Memphis,TN.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.