Account Opening / Transfers Representative

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Account Opening / Transfers Representative


We are looking for a dedicated, detail-oriented Account Opening/Transfers Representative to join our team. This role is ideal for someone who is a strong communicator, enjoys working with clients, and can manage multiple responsibilities with accuracy and efficiency.
Compensation:
  • Approximately around $25–$29/hour depending on experience
  • Bonus potential based on performance, accuracy, and work quality
 What You’ll Do:
    • Work directly with clients to gather personal and financial information to open accounts
    • Accurately open and manage a variety of account types
    • Handle and process asset transfers between accounts
    • Troubleshoot and resolve transfer issues when they arise
    • Maintain high attention to detail and ensure minimal errors
  • Collaborate closely with team members to ensure smooth operations
  • Some travel is required for training and networking events (usually 2-3 day events)
 What We’re Looking For:
    • Strong communication skills and comfort working with clients
    • Detail-oriented with a high level of accuracy
    • Ability to problem-solve and think critically
    • Organized, reliable, and able to manage multiple tasks
  • A true team player who contributes to a positive work environment
  • Motivated, hardworking, and ready to take ownership of responsibilities
 Our Work Environment:
We are a close, tight-knit office where everyone works well together and supports one another. Teamwork and a positive attitude are essential—we value people who contribute to a collaborative and respectful workplace.
 Schedule & Benefits:
  • Full-time: Monday–Friday
    • 9:00 AM – 5:00 PM (Mon–Thurs)
    • 9:00 AM – 4:00 PM (Friday)
    • Weekends off
    • Banking holidays off
    • 401(k) plan available
  • Paid vacation time
  • Note: Health insurance is not provided
If you are dependable, detail-focused, and want to be part of a strong, supportive team, we’d love to hear from you!
Please email resumes to Renee Burnett at renee@kikerwealth.com or drop by our office at 788 W Church St here in Jasper.


Additional Info

Job Type : Full-Time

Education Level : High School

Experience Level : Mid to Senior Level

Job Function : Customer Service

Wage : $0.00

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