Customer Service Associate (FINANCIAL SERVICES)

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:

Job Summary:

Under general supervision, this role provides administrative support to the client Charitable Endowment Fund department within a designated functional area. The ideal candidate will apply foundational knowledge and skills acquired through education, experience, and/or on-the-job training to perform routine, standardized tasks. Clear instructions and procedures are provided, and while the role involves resolving common questions and issues, more complex matters are escalated to higher-level staff.

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

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.

• 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