What are the responsibilities and job description for the Asset Transfer Services Associate position at Inclusively?
Inclusively is partnering with a financial services company to hire an Asset Transfer Services Associate.
ABOUT INCLUSIVELY:
Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.
Salary: $50,000 - $56,000 USD Annually
What you have
The Operational Associates in ATS perform a variety of functions and services for our Advisor Services and Investor Services client groups. This includes but is not limited to processing transfer paperwork, reviewing assets for acceptability to transfer, communicating directly with clients, business partners, and other financial institutions.
- Be flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes.
- The ability to provide excellent customer service on inbound and outbound calls and via written communication, while also building and sustaining positive relationships with clients, internal business partners, and contra firms.
- Maintain a high degree of accuracy while meticulously processing each transfer request in a timely manner.
- Experience working with multiple systems in a dual monitor environment, and basic computer skills (including Microsoft Office products) are required.
- The desire and ability to work cooperatively & collaboratively with others on the team, in the department, and with leadership.
Job Type: Full-time
Pay: $50,000.00 - $56,000.00 per year
Schedule:
- Monday to Friday
Work setting:
- In-person
Work Location: In person
Salary : $50,000 - $56,000
