Job Description:

• Candidate will support the Account Transfer (ACATS) team and will be responsible in supporting asset transfers between contra firms. 

• Our clients are our branches and candidate is expected to provide exceptional service to our internal clients along with in-depth knowledge of ACATS and our system. 

• Candidate will be responsible for quality control client paperwork received from our branch offices in order to forward to various financial institutions for further processing. 

• Also have the ability field phone calls from contra firm.

• They will be working closely with the firm's branch offices.

• Knowledge of Mutual Funds, Account transfers and overall brokerage information a plus. 

• Strong customer service skills required and the ability to handle a high volume of service-related phone calls. 

• Candidate would have some financial services background, have service-related skills as the department does deal with branch staff, other financial institutions, and other operations departments. 

• Having excellent verbal and written communication skills assists the candidate with their success.

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities.

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.