What are the responsibilities and job description for the Customer Accounts Associate 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.
Job Description:
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
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 - please have all candidates complete a data entry assessment. Suitable candidates must score at least 6000 KPH with 85% accuracy or higher. Be sure to include the results at the top of the candidate's 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
Education:
Minimum of a High School Diploma/GED