Asset Transfer Services Representative
Current• Provided 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 outside firms.• Maintained a high degree of accuracy while reviewing and processing outbound transfers in a timely manner with in-depth knowledge of transfer methods such as ACATS, DTC, and Checks/Wires.• Able to multitask and work on multiple systems at once.• Recorded, analyzed, and addressed distinguished data patterns preventing maximum productive efficiency within outgoing asset transfers.