Transfer Specialist - Banking & Client Services

Noblesoft Solutions, Inc.; Memphis (TN); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Noblesoft Solutions, Inc. in Memphis, TN is seeking an organized administrative professional to support client services and document management. The role begins onsite for training (about 4 weeks) and moves to a hybrid schedule (onsite 3 days/week) after training.

You will handle transfers between firms, review requests, maintain records, and assist with departmental productivity. Strong data entry and communication skills are essential.

Qualifications

• 2+ years of administrative or client services experience in a professional office.
• Experience in banking or financial services.
• Experience processing documents and document management.
• Strong data entry skills with a performance assessment requirement.

Responsibilities

• Reviews and approves client transfer requests to/from contra firms.
• Routinely call contra firms about transfer status.
• Verify legal documents that accompany client signed forms.
• Scrutinize transfer forms and letters of authorization.
• Maintain detailed records to meet regulated timeframes.
• Reconcile client accounts accurately.
• Create and distribute client correspondence.
• Support management to improve department productivity.
• Answer mail, calls and emails with Professional Service.
• Perform clerical tasks including faxing, copying and filing.
• Assist other areas when volume is high or staff is low.
• Perform other duties as assigned.

Skills

Data entry

Customer service

Communication

Microsoft Office

Tools

Microsoft Office Suite

Job description

Noblesoft Solutions, Inc. in Memphis, TN is seeking an organized administrative professional to support client services and document management. The role begins onsite for training (about 4 weeks) and moves to a hybrid schedule (onsite 3 days/week) after training.

You will handle transfers between firms, review requests, maintain records, and assist with departmental productivity. Strong data entry and communication skills are essential.