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Chartwell Investment Partners is seeking an Account Transfer Associate in St. Petersburg, FL, to facilitate the external transfer of client assets and provide operational support. The role requires strong analytical and communication skills, as well as a client-first mindset, with a hybrid work model requiring in-office presence for training and collaboration.
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Job Summary
The Account Transfer Associate facilitates the external transfer of client assets by leveraging skills acquired through experience and ongoing training.
This role includes researching and resolving complex issues, monitoring workflow for efficiency, and maintaining accurate departmental metrics.
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.
Matching Summary
Match Score: 75
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Chartwell Investment Partners is seeking an Account Transfer Associate in St. Petersburg, FL, to facilitate the external transfer of client assets and provide operational support. The role requires strong analytical and communication skills, as well as a client-first mindset, with a hybrid work model requiring in-office presence for training and collaboration.
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Skills & Requirements
Must-have
External account transfer facilitation
Client asset transfer processing
Reviewing legal documentation
Data entry and verification
Adherence to procedures and regulations
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) or Bachelor's degree in Accounting, Business Administration, or Finance