What are the responsibilities and job description for the CSR = Financial Industry (7 Openings) for St. Petersburg, FL 33716 / Memphis, TN 38120 / Southfield, MI 48076 position at SGS Technologie?
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 / Southfield, MI 48076
- 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.
