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# Transfer Specialist

- **Company:** Magnit, Inc.
- **Location:** Memphis, TN, United States
- **Experience:** Experienced
- **Salary:** $37,440.0 - $49,920.0
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Microsoft Outlook, Document Management Systems, Microsoft Office
- **Published:** June 18, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=cf67af4596300227

## About the Role

Do you have experience in Quality data entry?, Do you have a High school diploma or GED?, * 2+ years of recent administrative or client services experience within a professional office environment (not from healthcare).

 * Experience working in banking or financial services.
 * Experience processing documents/document management.
 * Strong data entry skills - suitable candidates must score at least 6000 KPH with 85% accuracy or higher.
 * Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel).
 * Willingness to go above and beyond for customers.
 * Proactive problem-solving skills.
 * Ability to maintain a professional demeanor at all times.
 * Strong written and verbal communication skills.
 * Minimum of a High School Diploma/GED completed.

## Description

This person will be responsible for supporting the Account Transfers team., * Reviews and approves client requests to transfer accounts to and from contra firms.

 * Routinely makes phone calls to the contra firms regarding the status of transfers.
 * Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client-signed documents.
 * Scrutinizes information contained in all types of transfer forms and letters of authorization.
 * Maintains detailed records/notes to ensure all client requests are completed within the regulated time allotment.
 * Reconciles client accounts accurately.
 * Effectively creates and distributes client correspondence.
 * Assists management to improve department productivity through participation in unit meetings, ongoing training, and self-development.
 * Answers mail, phone calls, and email inquiries with exemplary Service 1st professionalism.
 * Performs general clerical activities, including faxing, copying, and filing.
 * Assists other areas of the department with various functions when volume is high and/or staffing levels are low.
 * Performs other duties and responsibilities as assigned.


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