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Madison-Davis
Transfer AssociateMadison-Davis • St. Petersburg, FL, US
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Transfer Associate

Transfer Associate

Madison-Davis • St. Petersburg, FL, US
28 days ago
Job type
  • Full-time
  • Quick Apply
Job description
  • 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
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Transfer Associate • St. Petersburg, FL, US

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