Transfer Associate USC/GC W2
Position: Transfer Associate (Hybrid role- Only USC/GC on W2) Full-time role for candidates local to St. Petersburg, FL 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 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
- Reconciles client accounts accurately
- 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 – suitable candidates must score at least 6000 KPH with 85% accuracy or higher. Include results at the top of resume.
- Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
- Willingness to go above and beyond for customers
- Ability to maintain a professional demeanor at all times
- Strong written and verbal communication skills
Education Minimum of a High School Diploma/GED Completed #J-18808-Ljbffr