SGS Technologie ยท 1 day ago
(CSR + Finance) Decedent Solutions Associate
St. Petersburg, FL
Contract
Hybrid
Entry Level
2+ years expSGS Technologie is seeking a Decedent Solutions Associate to join their team in a hybrid work environment. The role involves processing financial transactions, responding to customer inquiries, and maintaining records while ensuring compliance with regulatory standards.
AnalyticsAppsDigital MarketingInternetSEOSoftwareWeb AppsWeb DesignWeb DevelopmentWeb Hosting
Responsibilities
Processes financial transactions accurately
Answers and responds to email inquiries
Assist with requests for information, referring more complex matters to colleagues
Carry out standard customer service activities and handle simple customer inquiries
Maintain files and records
Organize own work schedule each day in line with changing priorities
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching
Processes forms and performs basic distributions and internal transfers
Interprets rules and regulations by applying Decedent Solutions knowledge
Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
Maintains knowledge of rules and regulations by utilizing internal and external resources, as well as continuous training
Communicates, researches and resolves issues with other internal departments
Qualification
Required
Strong data entry accuracy (5,500 KPH / 85%+)
Customer service & email-based inquiry handling
Processes financial transactions accurately
Answers and responds to email inquiries
Assist with requests for information, referring more complex matters to colleagues
Carry out standard customer service activities and handle simple customer inquiries
Maintain files and records
Organize own work schedule each day in line with changing priorities
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct
Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching
Processes forms and performs basic distributions and internal transfers
Interprets rules and regulations by applying Decedent Solutions knowledge
Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
Maintains knowledge of rules and regulations by utilizing internal and external resources, as well as continuous training
Communicates, researches and resolves issues with other internal departments
Knowledge of general office practices and procedures
Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines
Strong data entry skills with a high attention to detail
Professional demeanor
Problem solving and analytical skills sufficient to assess client issues and accurately provide resolutions
Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations
Acquire and maintain new knowledge in an ever-changing regulatory environment
Uses clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies
Supports business processes by effective use of standard office equipment and standard software packages
Plan, organize, prioritize and oversee activities to efficiently meet business objectives
Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences
Meet high customer service standards
Understand and effectively operate all customer management systems
Perform elementary data analysis for use in reports to help guide decision making
Select, deploy and get the best results from the most appropriate office system
Quick learner / ability to learn and apply different processes simultaneously
Ability to navigate through several different systems at once, using a dual monitor
Proven reliability - zero to minimal issues with attendance or tardiness with current or previous employers
Minimum of high school diploma
Preferred
Financial transaction processing experience preferred; training provided
At least 2 years of RECENT experience within the financial services, OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience is preferred
Company
SGS Technologie
SGS Technologies is a web design and development company that offers a range of web development and optimization services to its clients.
51-200 employees
H1B Sponsorship
SGS Technologie has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (43)
2023 (49)
2022 (28)
2021 (32)
2020 (38)
Funding
Current Stage
Growth StageLeadership Team
Arun Venkatesan
CEO
Karthikeyan Lakshmanan, CSM
Client Partner
Recent News
Company data provided by crunchbase