Client Services- Reporting Coordinator-ONLY LOCALS

SGS Technologie; Memphis (TN); Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Laptop provided

Job summary

SGS Technologie in Memphis is seeking a highly organized contractor to join our operations team.

You will handle time-sensitive daily reports, manage confidential client information, and provide exceptional service to high-net-worth clients and financial advisors.

Qualifications

• High school diploma or equivalent required.
• Minimum 3 years of client services experience.
• Strong MS Office proficiency and data handling skills.
• Excellent verbal and written communication abilities.

Responsibilities

• Process and manage daily operational reports with tight deadlines.
• Handle confidential client information with discretion.
• Provide phone support for clients and financial advisors (about half the day).
• Deliver a service-first experience in all client interactions.
• Collaborate with team members in virtual and in-person meetings.
• Participate in team discussions, training, and feedback sessions.
• Utilize Microsoft Office Suite (Excel, Outlook, Word) at an advanced level.

Skills

Verbal communication

Written communication

Discretion / confidentiality

Decision making under pressure

Team collaboration

Client service

Education

High school diploma or equivalent

Tools

Excel

Outlook

Word

Job description

Local candidates only- hybrid role in office 3 days per week Memphis, TN 38120

8 AM- 5 PM Monday through Friday

Laptop provided

Opportunity for extension or conversion based on attendance, performance and availability of an FTE role

Position Summary:

We are seeking a highly organized and service-oriented contractor to join our operations team. This role involves handling time-sensitive daily reports, managing sensitive client information, and providing exceptional service to high-net-worth clients and financial advisors. The ideal candidate will be a quick thinker, a strong communicator, and a collaborative team player.

Key Responsibilities:

• Process and manage daily operational reports with strict deadlines.
• Handle confidential and sensitive information with discretion and accuracy.
• Provide phone support for clients and financial advisors (approximately half the workday).
• Deliver a service-first experience in all client interactions.
• Collaborate effectively with team members in both virtual and in-person meetings.
• Participate actively in team discussions, training, and feedback sessions.
• Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level

Skills:

Qualifications:

• Proven experience in a client service or operations support role.
• Strong proficiency in Microsoft Office, especially Excel and Outlook.
• Excellent verbal and written communication skills.
• Ability to make quick, informed decisions under pressure.
• Professional, pleasant demeanor with a focus on client satisfaction.
• Comfortable working with high-net-worth individuals and financial professionals.
• Ability to maintain confidentiality and handle sensitive data responsibly.
• Willingness to fully engage in team meetings, both virtual and in-person.

Education:

High school diploma or equivalent required and a minimum of 3 years of client services experience