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Account Transfer Analyst

Company: TSR Consulting Services, Inc.
Location: Newark
Posted on: November 22, 2020

Job Description:

Account Transfer Analyst Newark, NJ (remote for the foreseeable future) Major Financial Services Company is growing We are currently seeking an Account Transfer Analyst to join our operations management team on a contract basis. This team works with various firms to submit new investment accounts, asset transfers (ACAT and Non ACAT), as well as internal transfers which transfer from one broker to another within the same firm. In this role, you will process various transfers and engage in follow up with other custodians, contra firms and provides status updates to our client base firms we work with multiple firms. The Account Transfer Analyst may also work on special projects related to asset transfers and brokerage functions. JOB EXPECTATIONS Communication with Financial Advisors, Clients, and Investment Sponsors educating them on the process and requirements for asset transfer and alternative investment operations. Review paperwork submitted to ensure complete and in good order. Proactively follow up and resolve any asset transfer issues, to ensure successful receipt of both ACAT and Non ACAT transfers. Collaborate with internal and external partners in delivery of timely and accurate information in response to inquiries andor service issues. Research and respond to client and Advisor issues related to account transfers, forms, and various other areas of product knowledge and support. SKILLS REQUIRED Knowledge of asset transfers and ACAT utility Microsoft Office including Excel and Word Ability to establish trust and rapport with clients and investment partners over the phone Excellent organizational skills with the ability to manage various tasks, be self-directed, and quickly develop a full understanding of our business. Strong interpersonal, verbal, and written communication. Ability to work well with a team. General Brokerage experience preferred. Experience with the Major Financial Services Company platform, systems (BPS, Ascendis) would be a plus.

Keywords: TSR Consulting Services, Inc., Newark , Account Transfer Analyst, Other , Newark, New Jersey

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