Customer Service Specialist

SGS Technologie; Saint Petersburg (FL); Hybrid; USD 40,000 - 52,000; Full time

Benefits offered by this job

Laptop provided

Job summary

SGS Technologie is seeking a Customer Accounts Associate to serve as the liaison between branches and the home office in a fast-paced call center environment.

You will review, update, and service accounts while enforcing firm policies and regulatory requirements, delivering superior service to Financial Advisors and clients. Hybrid work with on-site days in St. Petersburg, FL, Memphis, TN, or Southfield, MI.

Qualifications

• MS Office Applications – Outlook, Word, Excel and basic computer literacy are required.
• 1–2 years of banking and/or customer service experience or college degree required.
• Attention to detail and ability to work in a call-center environment.

Responsibilities

• Serve as the agent between Branches and the Home Office in a call center environment.
• Review, update, maintain, and service accounts while enforcing procedures, policies, regulations, and monitoring activity in accounts.
• Assist with year-end volumes including Money Movement requests and related items.

Skills

Verbal communication

Written communication

Multi-tasking

Customer service

Education

High School Diploma or equivalent

College coursework or degree related experience

Tools

MS Office

Outlook

Excel

Job description

SGS Technologie is looking for Customer Accounts Associate for our Financial Client.

Customer Accounts Associate

St Petersburg, Florida/Memphis, TN/Southfield, MI

Hybrid on W2

Will work onsite 3 days per week (12 days per month)

St. Petersburg, FL

Southfield, MI

Memphis, TN

Opportunity for conversion based on attendance and performance

Laptop provided

• Qualified Charitable Distributions
• Tax Withholding Setups
• Standling Letters of Authority
• Check Stop Pays

Full time Conversion is possible based on performance and department availability

Job Summary:

Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA’s), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service.

Department is in need of assistance for year end volumes including working through Money Movement requests and related items.

Attention to detail, quality focus, strong communication, ability to multi-task in fast paced environment and computer literacy

MS Office Applications – Outlook, Word, Excel, etc. and 1-2 years of banking and/or customer service work experience or college degree are required

Knowledge, Skills, and Abilities:

Knowledge of:

• Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence.
• Compliance, with an eye for situations that could present risk to the firm.

Skill in:

• Verbal and written communication skills to interact with all levels of management, other associates and counterparts at other firms.
• Servicing a high volume of calls from Financial Advisors and associates while providing excellent customer service (multi-tasking is very important in this role)

Ability to:

• Project a professional demeanor to train associates on new duties and tasks.
• Work thorough complicated activity
• Work independently and in cooperation with supervisor.
• Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.

Educational/Previous Experience Requirements:

• High School Diploma or equivalent.

~or~

• Any equivalent combination of education, experience and/or training approved by Human Resources.