SGS Technologies, we are a software development and staffing company that doesn’t simply talk services – we accomplish them. With two decades of experience, we use a combination of latest technological knowledge, future-driven ideas, and specialized skills for multiple forms of IT requirements.
SGS has served numerous clients nationwide in various industries and we want you to be a part of that growth and opportunity!
ONLY GREEN CARD AND US CITIZENS WILL BE CONSIDERED FOR THIS ROLE!
Duties:
- Full-time role for candidates local to St. Petersburg, FL and Memphis, TN.
- Will work fully onsite each day for training (around 4 weeks)
- Will work a hybrid schedule once training is complete- onsite 3 days per week
- Opportunity for extension or conversion based on attendance/performance
- Laptop provided
Job Summary:
This person will be responsible for supporting the Account Transfers team.
Job Duties:
- Reviews and approve client requests to transfer accounts to and from contra firms
- Routinely make phone calls to the contra firms regarding status of transfers
- Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents
- Scrutinizes information contained in all types of transfer forms and letters of authorization
- Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment
- Reconciles client accounts accurately
- Effectively creates and distributes client correspondence
- Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development
- Answers mail, phone calls and email inquiries with exemplary Service 1st professionalism
- Performs general clerical activities, including faxing, copying and filing
- Assists other areas of the department with various functions when volume is high and/or staffing levels are low
- Performs other duties and responsibilities as assigned
Work Schedule: 8am-5pm, Monday through Friday
Skills:
- 2+ years of recent administrative or client services experience within a
- 2+ professional office environment (not from healthcare)
- Experience working in banking or financial services
- Experience processing documents/ document management
- Strong data entry skills - please have all candidates complete a data entry assessment. Suitable candidates must score at least 6000 KPH with 85% accuracy or higher. Be sure to include the results at the top of the candidate's resume.
- Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel) Willingness to go above and beyond for customers Proactive problem-solving skills Ability to maintain a professional demeanor at all times Strong written and verbal communication skills
Education:
Minimum of a High School Diploma/GED Completed