What are the responsibilities and job description for the Client Services/Customer Service(Banking/Financial)- Only Locals position at SGS Technologie?
Duties/Ability to:
- Assist in the preparation and review of departmental reports to ensure accuracy and completeness.
- Manage email correspondence with professionalism, demonstrating strong written communication and customer service skills.
- Maintain a high level of attention to detail while consistently meeting assigned deadlines and performance goals.
- Support various projects and initiatives as assigned by the manager, contributing to team objectives.
- Handle inbound and outbound phone communications as part of daily responsibilities.
- Process a variety of transactions, including new account setups, contributions, approvals, vetting charities and ongoing account maintenance.
Additional Information
- Work schedule is 8am-5pm, Monday through Friday
- Local candidates only - Hybrid schedule
Skills:
Knowledge of:
- Understanding of standard administrative support practices, procedures, and office operations.
- Familiarity with fundamental investment principles and practices commonly used in the securities industry.
- Basic knowledge of banking, finance, and operational processes within the securities sector.
- Awareness of financial market terminology, investment products, and/or charitable giving concepts.
Data Entry Requirement:
Candidates must demonstrate strong data entry skills. Before submitting a candidate in Wand, please ensure they complete a data entry assessment (not a general typing test). The test should evaluate both speed and accuracy.
An ideal score is at least 5,500 keystrokes per hour with a minimum of 85% accuracy. Please attach the candidate’s test results to their resume submission.
Education:
- High School diploma with a minimum of one (1) year of general administrative support experience required
- ~or~
- Any equivalent combination of experience, education and/or training