SGS Technologie · 2 hours ago
Client Services Representative
Memphis, TN
Contract
Hybrid
Entry Level
2+ years expSGS Technologie is looking for a Transfer Associate for their Financial Client. This role involves supporting the Account Transfers team by reviewing client requests, ensuring compliance with documentation, and maintaining accurate records.
AnalyticsAppsDigital MarketingInternetSEOSoftwareWeb AppsWeb DesignWeb DevelopmentWeb Hosting
Hiring Manager
Fathima Nuzha
Responsibilities
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
Qualification
Required
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
Minimum of a High School Diploma/GED Completed
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