Customer Service Representative

SGS Technologie; Saint Petersburg (FL); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Laptop provided

Opportunity for extension or conversion

Job summary

SGS Technologie is seeking a Reporting Coordinator in St. Petersburg, FL, to support the Capital Access department. The role involves verifying deposits for clients and providing exceptional customer service. Ideal candidates will have at least 2 years of relevant experience and strong communication skills, with a focus on serving high-profile clients.

Qualifications

• At least 2 years of customer service experience, preferably not from a call center.
• Clear and professional written and oral communication skills.
• Experience in the financial services industry is a big plus.

Responsibilities

• Provide verification of deposits to 3rd party companies via email or postal mail.
• Handle inbound calls and assist clients with questions about capital access accounts.
• Document each verified deposit in detail.

Skills

Customer Service

Communication Skills

Typing Skills

Proficiency in Microsoft Office

Education

Bachelor's Degree (Preferred)

Job description

6 days ago Be among the first 25 applicants

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Direct message the job poster from SGS Technologie

Senior IT Technical Recruiter at SGS Technologie

SGS Technologie is looking for Reporting Coordinator (Capital Access) to work with direct client at St. Petersburg, FL

Contract - W2

Hybrid

St. Petersburg, FL

Hybrid role onsite 3 days per week Tower 2 St. Petersburg, FL- work hours 8 AM-5 PM Monday through Friday

Laptop provided

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

Job Summary: This person will be responsible for supporting the Capital Access department in the capacity of a Capital Access Associate. This particular department offers a variety of banking services (debit cards, checking accounts, savings accounts, etc.) for brokerage accounts. When a 3rd party company (i.e. mortgage companies, audit companies, etc.) needs to confirm a specific monetary amount is available in the clients account, this person will be responsible for confirming with the 3rd party

Job Duties:

• Provide verification of deposits to 3rd party companies via email, a service center portal, or through regular mail
• Answer inbound calls from RJ clients (typically half of each day will be spent handling inbound calls) - answering questions about capital access accounts and other general inquiries
• Provide detailed documentation for each verified deposit
• Reporting
• Processing items out of queue

Must Haves

• At least 2 years or recent customer service experience - NOT FROM A CALL CENTER. The hiring manager is looking for candidates who have experience speaking with high profile clientele. The Capital Access department is the only department that speaks directly with clients, rather than a Financial Advisor or a client service associate. Therefore, he does not want someone who has had handled only quick / transactional calls like in a call center.
• David, hiring manager, stated that someone with a background as a bank teller would work as long as the candidate had impeccable customer service skills
• Manager is also open to candidates who have recently graduated with their bachelor's degree
• Proficient skills with Microsoft Office (Outlook, Excel, Word)
• Clear and professional written and oral communication skills; excellent phone etiquette
• Customer service focused; willing to go above and beyond
• Experience within the financial services industry is a big plus
• Advanced typing skills

If interested, kindly apply with latest resume.

Regards,

Senior Technical Recruiter - SGS Technologie

Ph: [phone]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Analyst, Finance, and Administrative

• Industries

  Financial Services and Banking

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