Financial Service Associate

SGS Technologie; Saint Petersburg (FL); Hybrid; USD 42,000 - 52,000; Full time

Job summary

SGS Technologies is seeking a detail-oriented Retirement Plan Services support specialist. The role involves processing forms, such as rollovers and internal transfers, while ensuring IRS regulatory compliance. The candidate will handle routine inquiries via email and collaborate with internal teams.

Requires 2+ years in financial services or a finance degree with quick learning in retirement planning. Training occurs on-site for 8 weeks, then a hybrid schedule (3 days WFH, 2 days on-site) after

Qualifications

• At least 2 years of recent experience in financial services, retirement planning preferred.
• Experience using a CRM software is preferred; call center experience is a plus.
• Strong data entry skills with high attention to detail; pass alphanumeric data entry assessment (5500 KPH, 85% accuracy).
• Clear and professional written and verbal communication; ability to navigate multiple systems with dual monitors.

Responsibilities

• Process forms and basic transactions (rollovers, internal transfers, death certificates) in retirement plan services.
• Audit accounts for regulatory compliance and resolve issues with internal departments.
• Communicate with branches to guide resolutions and maintain knowledge of retirement plan rules.

Skills

Data entry

CRM software

Call center experience

Professional communication

Education

High School Diploma / GED

Bachelor's Degree (preferred)

Tools

Microsoft Office

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.

SGS has served numerous clients nationwide in various industries and we want you to be a part of that growth and opportunity!

Job Description:

IMPORTANT- Candidates local to Southfield, Michigan, Memphis, Tennessee or St. Petersburg, FL only There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount.

8 Weeks of Training on-site and hybrid schedule of 3 days WFH 2 days on-site after training RJ will provide a laptop

Job Summary: This person will be responsible for supporting the Retirement Plan Services department at Raymond James. The majority of their role will involve processing forms and performing basic transactions, such as handling roll-overs, internal transfers, and death certificates (will rarely need to answer the phone, if at all).

Job Duties:

• Answers and responds to email inquiries regarding issues. Processes forms and performs basic transactions, such as handling roll-overs, internal transfers, and death certificates. Accurately diagnoses issues and provides client-driven solutions that also meet IRS regulatory requirements. Interprets rules and regulations by applying retirement plan knowledge. Conducts audits of account activity to ensure transactions meet regulatory compliance.
• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution. Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training.
• Communicates, researches and resolves issues with other internal departments Reviews daily reports of individual productivity to evaluate personal performance.

Skills: Must Haves

• At least 2 years of RECENT experience within the financial services, ideally the retirement planning industry, OR someone who has recently graduated with a Bachelor's degree in finance or related field, and some professional work experience is preferred. If they are a recent graduate, they must be able to learn the basics within the retirement planning industry quickly.
• Experience using a CRM- Customer Relationship Management software (this is used to review info before processing transactions) is preferred. Experience working in a call center environment is preferred. Strong data entry skills with a high attention to detail. Please administer an alphanumeric data entry assessment to all candidates. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role.
• Please include the scores on top of the candidate's resume. Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times. Professional demeanor Ability to navigate through several different systems at once, using a dual monitors
• Proficient with Microsoft Office Suite- Excel, Outlook, Word Quick learner/ability to learn and apply different processes simultaneously Proven reliability - zero to minimal issues with attendance or tardiness with current or previous employers. Please ensure you screen this out with candidate references. The candidates submitted should not have any upcoming need for time off for the first few months of their assignment due to this being their busy season.

Education:

• Minimum of a High School Diploma/GED completed, Bachelor's Degree is highly preferred Skills and Experience: