Account Transfer Specialist: Client Onboarding & Data

A financial services company is seeking a professional to manage account transfers and assist clients. Responsibilities include reviewing transfer requests, verifying documentation, and data entry. Ideal candidates will have solid verbal communication skills, a focus on customer service, and a general understanding of security regulations. This role is suited for those looking to build procedural or technical skills in a supportive environment. #J-18808-Ljbffr