Account Transfer Associate | Southfield, MI
LocationSouthfield, MI
Work modehybrid
Typefull-time
SeniorityEntry
ExperienceUp to 1 yrs
EquityIncluded
Company size10,000+ people
PostedSep 21, 2026 · 3w ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Bachelor’s: Accounting, Business Administration, or Finance
High School diploma
General Experience - 4 to 6 months
Reviews and approves client requests to transfer accounts
Screens incoming or outgoing client requests and verifies legal documentation
Scrutinizes information in transfer forms and letters of authorization
Assists with various requests for information
Answers telephone and assists callers via email or mail
Carries out standard customer service activities and handles simple inquiries
Conducts data entry into company systems and verifies accuracy
Enter data into standard branch systems, reviewing and verifying for accuracy
Maintains files and records
Organizes own work schedule each day in line with changing priorities
Develops and maintains excellent procedural or technical skills
Knowledge of each type of security held by the firm
Knowledge of industry rules and regulations for transferring accounts
Knowledge of other Home Office Operations departments
Knowledge of various required legal documentation needed to process requests
Uses clear and effective verbal communication skills
Supports business processes using standard office equipment and software packages
Develops appropriate plans based on recommendations
Makes every customer interaction positive
Navigates customer conversations using service conversation framework
Plans, organizes, prioritizes and oversees activities to meet business objectives
Develops, monitors, interprets and understands policies and procedures
Connects with customers to strengthen relationships
Analyzes data from multiple sources to draw conclusions and make recommendations
Receives, monitors and deals with allocated customers at an elementary level
Applies understanding of business environment to develop solutions
Meets high customer service standards
Understands and effectively operates all customer management systems
Performs data analysis for reports to guide decision making
Selects, deploys and gets best results from office systems
Strong analytical capabilities
Exceptional communication skills
Client-first mindset
Follows mandatory procedures to ensure compliance with regulatory codes and internal conduct
Onsite Training Requirement: First 30 days required to be onsite Monday-Thursday
Hybrid-friendly schedule: 3 days per week in Southfield, MI Corporate Office
Skills
standard office equipment
standard software packages
customer management systems
data entry systems
branch systems
Benefits
Medical insurance
Dental insurance
Vision insurance
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off
Parental leave
Job Description 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 role includes researching and resolving complex issues, monitoring workflow for efficiency, and maintaining accurate departmental metrics. The associate also provides standard client support services by assisting internal associates and/or Financial Advisors in addressing and resolving escalated inquiries. They regularly engage with internal customers, recommending solutions to moderately complex problems and ensuring a high standard of professionalism and service. This position requires strong analytical capabilities, exceptional communication skills, and a client-first mindset when delivering operational support across teams.
This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week in our Southfield, MI Corporate Office.
Onsite Training Requirement: First 30 days required to be onsite Monday-Thursday.
Job Description
Responsibilities:
•
Reviews and approve client requests to transfer accounts to and from contra firms.
•
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.
•
Assist with various requests for information, referring more complex matters to colleagues.
•
Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
•
Carry out standard customer service activities and handle simple customer inquiries.
•
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
•
Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
•
Maintain files and records.
•
Organize own work schedule each day in line with changing priorities.
•
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
•
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Knowledge of:
•
Each type of security held by the firm and an understanding of the similarities and differences of each security, especially in terms of their complexities.
•
Various industry rules and regulations that must be followed when transferring accounts.
•
Other Home Office Operations departments.
•
Various required legal documentation needed to process requests.
Skills:
•
Uses clear and effective verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
•
Supports business processes under supervision by applying an understanding and effective use of standard office equipment and standard software packages.
•
Works under supervision to develop appropriate plans or perform necessary actions based on recommendations and requirements.
•
Works to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization’s ability. Typically works under close supervision.
•
Works to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
•
Works under supervision to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
•
Works under supervision to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
•
Works to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
•
Works under supervision to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
•
Receives, monitors and deals with allocated customers at an elementary level, working under supervision.
•
Applies understanding of the business environment and objectives to develop solutions under supervision.
•
Works under supervision to meet high customer service standards.
•
Works under to understand and effectively operate all customer management systems.
•
Works under supervision to perform data analysis for use in reports to help guide decision making.
•
Works under supervision to select, deploy and get the best results from the most appropriate office system.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)
Work Experience
General Experience - 4 to 6 months
Certifications
Travel
Less than 25%
Workstyle
Hybrid
Benefits
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
About the company
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.