**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 tr...