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Transfer / Accounts = Financial Customer Service

Transfer / Accounts = Financial Customer Service

SGS TechnologieSaint Petersburg, FL, US
3 days ago
Job type
  • Full-time
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 Notes :

  • Full-time role for candidates local to St. Petersburg, FL 33716
  • 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

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

    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 - all candidates need to complete a data entry assessment. Suitable candidates must score at least 6000 KPH with 85% accuracy or higher to include the results at the top of the resume.
  • Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
  • Willingness to go above and beyond for customers
  • Proactive problem-solving skills
  • Ability to maintain a professional demeanor at all times
  • Strong written and verbal communication skills
  • Minimum of a High School Diploma / GED Completed
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    Customer Service • Saint Petersburg, FL, US

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