Crystal T.

About Crystal T.

Dynamic and skilled communicator with a proven track record of delivering account management with accuracy and integrity. Eager to contribute my practical experience in a role that fosters continued growth and development. Recognized as a collaborative team member with exceptional multitasking abilities.God is within her, she will not fall; God will help her at break of day. Psalms 46:5

Experience

1. Account Transfer

   Raymond James

   Mar 2025 — Present · Memphis, TN, US

   Reviewed and approved ACATS and non ACATS transfer requests by verifying legal documentation, ensuring accuracy, and maintaining compliance with industry regulations.• Analyzed and validated transfer forms and Letters of Authorization (LOA) to prevent errors, reduce processing delays, and support secure asset movement.• Entered and audited client and account data within internal systems, maintaining a high level of accuracy and minimizing discrepancies across transfer records.• Coordinated directly with contra firms to facilitate smooth re‑registrations and resolve transfer‑related issues, ensuring timely and efficient processing.• Provided support to Financial Advisors and clients by addressing inquiries, troubleshooting escalated transfer concerns, and delivering clear, solutions‑focused communication.

Education

• Southwest Tennessee Community College

  Associate's Degree, Business Human Resource Management

• Western Governors University

  Bachelor of Science - BS, Human Resource Management