SGS Technologie · 9 hours ago
Branch Operations Specialist
Huntsville, AL
Contract
Onsite
Entry, Mid Level
2+ years expSGS Technologie is a software development and staffing company with two decades of experience in IT services. They are seeking a Branch Operations Specialist to act as a liaison between home office departments and branch offices, ensuring client satisfaction and resolving escalated issues regarding client accounts.
AnalyticsAppsDigital MarketingInternetSEOSoftwareWeb AppsWeb DesignWeb DevelopmentWeb Hosting
Hiring Manager
Devendran S
Responsibilities
Acts as a liaison between home office departments and the branch offices to research and resolve escalated issues regarding clients’ accounts communicated via phone, correspondence, email and online inquiries; follows the issue all the way through resolution and final communications
Determines best method to resolve issues to ensure client satisfaction and adherence to company policies
Follows up, either verbally or in writing, to ensure client satisfaction
Responds to incoming inquiries related to qualifications, instructions or paperwork requirements for various programs
Addresses inquiries pertaining to operational policies and procedures and relay policies that govern the procedures handled at the retail level
Communicates and coordinates with Registrations, Sales Management and Compliance Departments to monitor branch and FA status. Acts as liaison for the branches by explaining the many different systems used and directing the FA to the appropriate systems needed
Works with branches and the Asset Management Services team to ensure independent branches are approved for certain account types based upon analysis done by the associate. Serves as main point of contact for certain firm initiatives, changes, or unexpected events
Examples are changes to account fees, trade fees, statement and reports Acts as the liaison for the Attorney of the Day process. Responds to FA questions and concerns about the statements and confirms. Must understand and be able to interpret all products and information on various types of statements
Handles fee waiver questions for the branch. Makes decision based on each case and unique circumstances. Works with branches and advisors on the cost of doing business (trade related costs). Acts as the main point of contact when BCP events arise for the independent branches. Performs other duties and responsibilities as assigned
Qualification
Required
Full-time onsite role for candidates local to Huntsville, Alabama
Professional, well-spoken, and organized
Acts as a liaison between home office departments and the branch offices to research and resolve escalated issues regarding clients' accounts communicated via phone, correspondence, email and online inquiries; follows the issue all the way through resolution and final communications
Determines best method to resolve issues to ensure client satisfaction and adherence to company policies
Follows up, either verbally or in writing, to ensure client satisfaction
Responds to incoming inquiries related to qualifications, instructions or paperwork requirements for various programs
Addresses inquiries pertaining to operational policies and procedures and relay policies that govern the procedures handled at the retail level
Communicates and coordinates with Registrations, Sales Management and Compliance Departments to monitor branch and FA status
Acts as liaison for the branches by explaining the many different systems used and directing the FA to the appropriate systems needed
Works with branches and the Asset Management Services team to ensure independent branches are approved for certain account types based upon analysis done by the associate
Serves as main point of contact for certain firm initiatives, changes, or unexpected events
Handles fee waiver questions for the branch. Makes decision based on each case and unique circumstances
Minimum of High School Diploma
Bachelor's degree or equivalent with at least two (2) years of securities related experience or an equivalent combination of experience, education, and/or training as approved by Human Resources
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