Transfer / Accounts = Financial Customer Service
SGS TechnologieSt. Petersburg, FL, United States4 days ago
Job type
- Full-time
Job descriptionReviews 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 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
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 :
Work Schedule : 8am-5pm, Monday through Friday
Qualifications :
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Customer Service • St. Petersburg, FL, United States
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