Customer Accounts Associate(Banking operations/Financial)

SGS Technologie; 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, 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.

Job Description:

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

Qualifications:

• 2+ years of recent administrative or client services experience within a 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


• Ability to maintain a professional demeanor at all times


• Strong written and verbal communication skills