SGS Technologie · 16 hours ago
Reporting Coordinator (Capital Access)
Southfield, MI
Contract
Hybrid
Mid Level
3+ years expSGS Technologie is a software development and staffing company with two decades of experience. They are seeking a highly organized and service-oriented contractor to join their operations team, focusing on managing daily reports and providing exceptional service to high-net-worth clients.
AnalyticsAppsDigital MarketingInternetSEOSoftwareWeb AppsWeb DesignWeb DevelopmentWeb Hosting
Hiring Manager
Devendran S
Responsibilities
Process and manage daily operational reports with strict deadlines
Handle confidential and sensitive information with discretion and accuracy
Provide phone support for clients and financial advisors (approximately half the workday)
Deliver a service-first experience in all client interactions
Collaborate effectively with team members in both virtual and in-person meetings
Participate actively in team discussions, training, and feedback sessions
Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level
Pull pre-exam documents for examiners
Monitor PCG Examiners Inbox and reply to requests from branches, internal audit, and other various departments
Monitor ESS Inbox to document fees & fines submitted by examiners
Archive exam documents in Service Center Portal
Back-up assistance provided for phones when examiners are unavailable to take the calls
Qualification
Required
Proven experience in a client service or operations support role
Strong proficiency in Microsoft Office, especially Excel and Outlook
Excellent verbal and written communication skills
Ability to make quick, informed decisions under pressure
Professional, pleasant demeanor with a focus on client satisfaction
Comfortable working with high-net-worth individuals and financial professionals
Ability to maintain confidentiality and handle sensitive data responsibly
Willingness to fully engage in team meetings, both virtual and in-person
High school diploma or equivalent required and a minimum of 3 years of client services experience
Benefits
Laptop provided
Opportunity for extension or conversion based on attendance, performance and availability of an FTE role
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
Funding
Current Stage
Growth StageLeadership Team
Arun Venkatesan
CEO
Karthikeyan Lakshmanan, CSM
Client Partner
Recent News
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