Accounts Transfer Specialist | Banking Operations & Client Service

SGS Technologie Pvt Ltd.; Southfield (MI); On-site; USD 42,000 - 60,000; Full time

Job summary

SGS Technologies seeks an organized Administrative Support professional to assist the Account Transfers team. You will manage client requests, verify documentation, and help maintain accurate records to ensure timely transfers.

Responsibilities include data entry, reconciliations, and responding to inquiries with a high level of service. A background in financial services is preferred and proficiency with Microsoft Office is required.

Qualifications

• 2+ years of administrative or client services experience in a professional office environment (not from healthcare).
• Experience working in banking or financial services would be beneficial.
• Strong data entry and MS Office skills (Outlook, Word, Excel).

Responsibilities

• Reviews and approve client transfer requests 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.
• Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment.
• Reconciles client accounts accurately.
• Responds to client inquiries with exemplary service.
• Performs general clerical activities (faxing, copying, filing).
• Assists other areas of the department during high volume or staffing shortages.

Skills

Data entry

Customer service

Microsoft Office

Communication

Education

High school diploma or equivalent

Tools

Document management

Job description

SGS Technologies seeks an organized Administrative Support professional to assist the Account Transfers team. You will manage client requests, verify documentation, and help maintain accurate records to ensure timely transfers.

Responsibilities include data entry, reconciliations, and responding to inquiries with a high level of service. A background in financial services is preferred and proficiency with Microsoft Office is required.