Transfer Associate

November 14, 2021
Atlanta, GA
Job Type


This person will be responsible for supporting the Account Transfers team.

Job Duties:

Reviews and approve client requests to transfer accounts to and from contra firms

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

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