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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