Transfer Associate (5943)

NextPath Workforce Solutions is currently seeking a R2R Specialist to join our client's team in Memphis, TN . This is a Hybrid Contract position.

SALARY: $22-$24 per hour (depending on experience)

Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

REQUIREMENTS:

2+ years of recent administrative or client services experience in a professional office environment (non-healthcare)

Experience working in banking or financial services

Experience processing documents and managing document workflows

Strong data entry skills; must achieve at least 6000 KPH with 85% accuracy on assessment

Basic to intermediate proficiency with Microsoft Office Suite (Outlook, Word, Excel)

Willing to go above and beyond for customer service

RESPONSIBILITIES:

Review and approve client requests for account transfers

Contact contra firms to track transfer statuses

Verify legal documentation accompanying client requests

Scrutinize transfer forms and authorization letters

Maintain detailed records of client requests to ensure timely completion

Reconcile client accounts accurately

Create and distribute client correspondence

Perform clerical tasks such as faxing, copying, and filing

Support department productivity through participation in meetings and training

Respond to emails, phone calls, and mail professionally and promptly

Assist other team areas during high volume or staffing shortages

Complete additional duties as assigned

NEXTPATH WORKFORCE SOLUTIONS: NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team has over 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies nationwide, offering flexible engagement models, including contract, project-based, contract-to-hire, and direct hire roles.

We are an Equal Opportunity Employer

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