Account Transfers Specialist

  • location: Quincy, MA
  • type: Contract
  • salary: $21 - $23 per hour
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job description

Account Transfers Specialist

job summary:
Account Transfers Specialist - Quincy, MA

  • This is a contract role expected to last 3 months.
Account Transfers Specialist - Job Duties:

  • The ability to switch gears throughout the day to assist with meeting critical cut-off times or high volume processing spikes.
  • Flexibility is a key aspect of this role and the ideal candidate will need to be equally comfortable with direct client interaction as they receive inbound client service calls and network internally to research and resolve client operational issues.
  • Demonstrated ability to build and sustain strong relationships with clients and partnerships with internal associates as well as key contacts at contra brokerage firms.
  • Quality, accuracy, and accountability are key attributes that will mark the finalists for this position.
  • Flexibility with regard to both schedule and role as both may change with little notice in response to business demand.
  • Experience using a dual monitor environment is preferred and computer skills are required.
  • Extremely detail oriented and conscientious.
  • Processing incoming request, including DTC,DWAC, DRS and Mutual Funds.
  • Taking proactive measures by calling contra-firms or mutual fund companies to complete request.
  • Follow up for all open transfers through internal workflow providing consistent updates to the end client.
  • Other projects and duties may be assigned.
  • Experience on Sungard AddVantage or Trustdesk is a plus
Job Requirements:

  • Experience on Sungard AddVantage or Trustdesk is a plus
  • Experience in a fast-paced, multi-tasking environment
  • Have a basis knowledge of Microsoft Excel and Outlook
  • Ability to read and interpret documents such account statements, trust documents and transfer forms.
  • Knowledge of banking principles, operations and processes
  • Ability to apply common sense understanding to carry out instructions furnished in written, or oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
  • Basic PC utilities and mainframe inquiry/data entry skills
  • Proficient in MS Office and 10-key data entry
  • Associates degree or equivalent from two-year college; or two years customer service experience or training in the financial service industry.
  • Trust experience required.
Compensation: $21-$23/hr

 
location: Quincy, Massachusetts
job type: Contract
salary: $21 - 23 per hour
work hours: 8 to 5
education: Associate's degree
experience: 1 Years
 
responsibilities:
Responsibilities:

The ideal candidate should have working knowledge/or understanding of incoming transfer of account through DTCC ACAT, Mutual Funds and non-ACAT and experience in the financial services industry, coupled with demonstrable customer service skills and experience.

-The ability to switch gears throughout the day to assist with meeting critical cut-off times or high volume processing spikes.

-Flexibility is a key aspect of this role and the ideal candidate will need to be equally comfortable with direct client interaction as they receive inbound client service calls and network internally to research and resolve client operational issues.

-Demonstrated ability to build and sustain strong relationships with clients and partnerships with internal associates as well as key contacts at contra brokerage firms.

-Quality, accuracy, and accountability are key attributes that will mark the finalists for this position.

-Flexibility with regard to both schedule and role as both may change with little notice in response to business demand.

-Experience using a dual monitor environment is preferred and computer skills are required.

-Extremely detail oriented and conscientious.

 
qualifications:
Qualifications:

Behaviors:

-Fostering Teamwork - Team Members: As a team member, the ability and desire to work cooperatively with others on a team; as a team leader, interest, skill, and success in getting groups to learn to work together cooperatively.

-Flexibility: Openness to different and new ways of doing things; willingness to modify one's preferred way of doing things.

-Customer Orientation: Demonstrated concern for satisfying one's external and/or internal customers

EDUCATIONAL REQUIREMENTS:

Associates degree or equivalent from two-year college; or two years customer service experience or training in the financial service industry.

GENERAL KNOWLEDGE, SKILLS & ABILITIES:

- Experience in a fast-paced, multi-tasking environment

- Have a basis knowledge of Microsoft Excel and Outlook

- Ability to read and interpret documents such account statements, trust documents and transfer forms.

- Knowledge of banking principles, operations and processes

- Ability to apply common sense understanding to carry out instructions furnished in written, or oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

- Detail-oriented and focused on providing the highest quality products and services to FIS internal and external clients

- Basic PC utilities and mainframe inquiry/data entry skills

- Proficient in MS Office and 10-key data entry

- Effective analytical, problem-solving, organization, team, and time management skills

- Effective verbal and written communication skills

- Ability to prioritize and make independent decisions based on sound business practices

- Ability to maintain confidentiality and carry out assignments that are sensitive in nature

- Ability to work both independently and in a team environment

 
skills: Analysis
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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