The Account Transfer Associate is responsible for facilitating the external transfer of client assets by leveraging skills acquired through experience and ongoing training
Job Summary
The Account Transfer Associate is responsible for facilitating the external transfer of client assets by leveraging skills acquired through experience and ongoing training.
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.
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.
Matching Summary
The Account Transfer Associate is responsible for facilitating the external transfer of client assets by leveraging skills acquired through experience and ongoing training.
Skills & Requirements
Must-have
Account transfer processing
Client asset transfer
Resolving complex issues
Workflow monitoring
Departmental metrics maintenance
Internal customer support
Nice-to-have
Client-first mindset
Professionalism and service
Analytical capabilities
Exceptional communication skills
Positive customer experiences
Key Requirements
4 to 6 months general experience
High School (HS) diploma
Bachelor's degree in Accounting, Business Administration, or Finance (preferred)