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GWM Client Transfer Coordinator

Company: Kforce Finance and Accounting
Location: Newark
Posted on: November 17, 2021

Job Description:

RESPONSIBILITIES:Kforce has a client in Newark, DE that is seeking a GWM Client Transfer Coordinator. Responsibilities:

  • In this role, the GWM Client Transfer Coordinator will analyze and interpret daily inquiries related to Line of Business Transfers
  • Communicate with global managers to obtain necessary approvals
  • Follow up with pending transfers as needed
  • GWM Client Transfer Coordinator will serve as subject matter expert and point of contact for Line of Business Transfers
  • Generate and socialize metrics to business partners and Sr. Management
  • Proactively identify risks, gaps and opportunities for improvement and take action to mitigate accordingly, adjusting business processes and procedures as needed
  • The GWM Client Transfer Coordinator will create and maintain procedure documents to drive a control-centric environment Job Requirements:REQUIREMENTS:
    • Bachelor's degree in Business Administration or Finance or equivalent work experience
    • Project experience preferred
    • Ability to effectively prioritize and multi-task in fast paced, team-based environment
    • Strong analytical and problem solving skills including use of basic Excel formulas
    • Detail and control oriented
    • Excellent time management and organizational skills
    • Ability to build strong partnerships with key stakeholders, management and colleagues
    • Enthusiastic, self-motivated, effective under pressure and willing to take personal accountability
    • Strong communication skills with the ability to present complex issues to key stakeholders
    • Familiarity with WorkHub, Connect, CIS and Party Central preferred Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Keywords: Kforce Finance and Accounting, Newark , GWM Client Transfer Coordinator, Other , Newark, Delaware

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