Account Transfer Associate (Service Team) | Southfield, MI

Account Transfer Associate

The Account Transfer Associate is responsible for facilitating the external transfer of client assets by leveraging skills acquired through experience and ongoing training. This role includes researching and resolving complex issues, monitoring workflow for efficiency, and maintaining accurate departmental metrics. The associate also provides standard client support services by assisting internal associates and / or Financial Advisors in addressing and resolving escalated inquiries. They regularly engage with internal customers, recommending solutions to moderately complex problems and ensuring a high standard of professionalism and service. This position requires strong analytical capabilities, exceptional communication skills, and a client-first mindset when delivering operational support across teams. This position follows our hybrid-friendly schedule, so you get the best of both worlds flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office. Onsite Training Requirement : First 30 days required to be onsite Monday-Thursday.

Responsibilities :

• 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.
• Assist with various requests for information, referring more complex matters to colleagues.
• Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
• Carry out standard customer service activities and handle simple customer inquiries.
• Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
• Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
• Maintain files and records.
• Organize own work schedule each day in line with changing priorities.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and / or to ensure adherence to external regulatory codes and internal codes of conduct.
• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Knowledge of :

Skills :

Education :

High School (HS) (Required)

Work Experience :

General Experience - 4 to 6 months

Certifications : Travel :

Workstyle :

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to : Grow professionally and inspire others to do the same; Work with and through others to achieve desired outcomes; Make prompt, pragmatic choices and act with the client in mind; Take ownership and hold themselves and others accountable for delivering results that matter; Contribute to the continuous evolution of the firm.

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.