Transfer Associate

NextPath Workforce Solutions · Memphis, Tennessee

FULL TIME

Job Description

Now Hiring: Account Transfer Associate

Memphis, TN | On-Site

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

Interested? Send your resume or apply!

#Hiring #AccountTransfer #FinancialServices #BankingJobs #ClientServices #AdministrativeJobs #ContractJobs #MemphisJobs #NowHiring

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Company	NextPath Workforce Solutions
Location	Memphis, Tennessee
Type	FULL TIME
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Transfer Associate

Job Description