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!

NOTES:

• Hybrid role = Will work onsite 3 days per week (12 days per month) at St. Petersburg, FL 33716 / Memphis, TN 38120
• Opportunity for extension based on attendance and performance
• Laptop provided
• Temps will be given the opportunity to work overtime.
• Full time Conversion is possible based on performance and department availability

• Qualified Charitable Distributions

• Tax Withholding Setups

• Standing Letters of Authority

• Check Stop Pays

• Additional upskilling available per department needs

• Approving Disbursements from Client’s accounts

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 demeanour 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.

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