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.