Operations

• Assist members with the non-ACAT transfer process, providing clear guidance and support.
• Communicate effectively with members to understand their needs and address any inquiries related to their account transfers.
• Work closely with custodians and financial institutions to manage the transfer request workflow and resolve any issues that arise.
• Monitor the status of transfers and proactively update members on their progress.
• Maintain accurate records of transfer requests and member communications.
• Identify process improvements to enhance efficiency and member satisfaction.

Operations Specialist – Non-ACAT Transfers

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