Reporting Coordinator - LOCALS ONLY (Financial Background)

SGS Technologie; Saint Petersburg (FL); Hybrid; USD 35,000 - 45,000; Full time

Benefits offered by this job

Laptop provided

Opportunity for extension or conversion

Job summary

SGS Technologie is seeking a Customer Service Associate to support its Capital Access department. This hybrid role requires verification of deposits and handling client inquiries, emphasizing strong customer service skills and professional communication. Candidates with banking experience or recent graduates are encouraged to apply.

Qualifications

• At least 2 years recent customer service experience, not from a call center.
• Manager welcomes candidates from banking backgrounds.
• Clear communication skills and customer-focused mindset required.

Responsibilities

• Provide verification of deposits to 3rd party companies.
• Handle inbound client calls regarding capital access accounts.
• Document each verified deposit accurately.

Skills

Professional communication

Customer service

Typing

Microsoft Office

Education

Associate's Degree

Job description

Customer Service Associate - LOCALS ONLY

Customer Service Associate - LOCALS ONLY

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Direct message the job poster from SGS Technologie

Technical Recruiter @ SGS Technologie | Hiring for Financial/Wealth Management Clients

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!

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 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

Minimum of Associate's Degree required

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Contract

Job function

• Job function

  Customer Service

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