Customer Service( Banking Operations/ Financial)-ONLY LOCALS

SGS Technologie Pvt Ltd.; Memphis (TN); Hybrid; USD 38,000 - 46,000; Full time

Benefits offered by this job

Laptop provided

Job summary

SGS Technologie Pvt Ltd. is seeking an administrative professional to support the Account Transfers team. The role requires handling client transfer requests, documenting and reconciling accounts, and maintaining meticulous records.

Training occurs onsite for about four weeks, followed by a hybrid schedule (onsite 3 days a week). Responsibilities include client communications, document verification, and assisting with department-wide productivity initiatives.

Qualifications

• 2+ years of administrative or client services experience in a professional office environment
• Experience working in banking or financial services
• Experience processing documents and document management
• Strong data entry skills with a requirement to score at least 6000 KPH with 85% accuracy and to include results on resume
• Proficiency with Microsoft Office (Outlook, Word, Excel)
• Excellent written and verbal communication skills

Responsibilities

• Review and approve client transfer requests to/from contra firms
• Make routine phone calls to contra firms regarding transfer status
• Verify all necessary legal documentation with client signed documents
• Review transfer forms and letters of authorization for accuracy
• Maintain detailed records and notes to meet time allotments
• Reconcile client accounts accurately
• Create and distribute client correspondence
• Support department productivity through meetings and training
• Answer mail, phone calls, and emails with professional service
• Perform general clerical tasks (faxing, copying, filing)
• Assist other areas during high volume or low staffing
• Perform other duties as assigned

Skills

Data entry

Communication

Customer service

Attention to detail

Education

High School Diploma/GED

Tools

Microsoft Office Suite

Job description

Full-time role for candidates local to 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:

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

Education:

Minimum of a High School Diploma/GED Completed