What are the responsibilities and job description for the Client Service Associate (Financial) - LOCALS ONLY 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!
- Local candidates only- hybrid role in office 3 days per week 889 Ridge Lake Blvd Memphis, TN 38120 8 AM- 5 PM Monday through Friday
- Laptop provided
- Opportunity for extension or conversion based on attendance, performance and availability of an FTE role
Position Summary:
We are seeking a highly organized and service-oriented contractor to join our operations team. This role involves handling time-sensitive daily reports, managing sensitive client information, and providing exceptional service to high-net-worth clients and financial advisors. The ideal candidate will be a quick thinker, a strong communicator, and a collaborative team player.
Key Responsibilities:
- Process and manage daily operational reports with strict deadlines.
- Handle confidential and sensitive information with discretion and accuracy.
- Provide phone support for clients and financial advisors (approximately half the workday).
- Deliver a service-first experience in all client interactions.
- Collaborate effectively with team members in both virtual and in-person meetings.
- Participate actively in team discussions, training, and feedback sessions.
- Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level
Qualifications:
- Proven experience in a client service or operations support role.
- Strong proficiency in Microsoft Office, especially Excel and Outlook.
- Excellent verbal and written communication skills.
- Ability to make quick, informed decisions under pressure.
- Professional, pleasant demeanor with a focus on client satisfaction.
- Comfortable working with high-net-worth individuals and financial professionals.
- Ability to maintain confidentiality and handle sensitive data responsibly.
- Willingness to fully engage in team meetings, both virtual and in-person.
High school diploma or equivalent required and a minimum of 3 years of client services experience