Funds Transfer Analyst

Kforce Finance and Accounting
Newark, DE
Jun 19, 2017
Jun 21, 2017
Full Time
RESPONSIBILITIES:Kforce has a client that is searching for a Funds Transfer Analyst in Newark, Delaware (DE).Summary:The Company Funds Transfer Review Team is responsible for performing outbound calls to company clients for the purposes of authenticating and confirming funds transfer instructions. The group works in a team-oriented environment supporting company branch personnel with their clients' funds transfer requests. The team is responsible for adhering to REG E requirements and company policies. Other administrative functions are also supported including, but not limited to the confirmation of recurring payments, callback waivers, delegation memos, etc.The ideal candidate will be passionate about service and will effectively use communication and relationship management skills to ensure an exceptional level to both company clients as well as Company Financial Advisors/Client Associates.Essential Functions: Responsible for monitoring money transfer queue and performing outbound client calls for verification/confirmation Manage daily email and phone inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures, as well as applicable FINRA and other federal regulation Provide high quality, high touch service to Company Financial Advisors/Client Associates, coordinate and follow through on FA/CA requests Research, follow-up and resolve inquiries and issues through effective interaction with advisors, client associates, product partners, branch/operations teams and other staff in a timely and professional mannerREQUIREMENTS: College degree or equivalent financial services/banking industry experience preferred Client service experience preferred Experience with a wide range of investment products preferred Ability to work effectively as a member of a team Excellent communication skills, both written and oral Ability to multi-task and manage priorities effectively Ability to adapt to a rapidly changing business and technology environment Exceptional problem-solving skills Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet/Intranet usage and ability to learn proprietary software and databasesKforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.