Account Transfer Associate | Southfield, Mi

Willenborg Wealth Management

Southfield, MI, US
Base salary not specified; discretionary bonuses o...
Hybrid
Review and approve client transfer requests
Verify legal documentation for accounts
Conduct data entry into company systems
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 requires strong analytical capabilities, exceptional communication skills, and a client-first mindset when delivering operational support across teams.
  • The total compensation includes base salary, potential discretionary bonuses, and a comprehensive benefits package including medical, dental, vision, and retirement savings.

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.

Salary

Base salary not specified; Discretionary bonuses or commissions may be included; Comprehensive benefits package available

Skills & Requirements

Must-have

  • Review and approve client transfer requests
  • Verify legal documentation for accounts
  • Conduct data entry into company systems
  • Follow regulatory codes and internal procedures
  • Hybrid work schedule with onsite training

Nice-to-have

  • Strong analytical capabilities
  • Exceptional communication skills
  • Client-first mindset
  • Ability to resolve complex issues
  • High standard of professionalism

Key Requirements

  • Bachelor's degree in Accounting, Business Administration, or Finance
  • High School diploma required if no Bachelor's
  • 4 to 6 months general work experience
  • Knowledge of securities types and industry regulations

Work Rights

Not specified

Tailored Resume

Cover Letter