Customer Service Representative

6 days ago Be among the first 25 applicants<br />Get AI-powered advice on this job and more exclusive features.<br />Direct message the job poster from SGS Technologie<br />Senior IT Technical Recruiter at SGS Technologie<br /><br />SGS Technologie<br /><br />is looking for<br /><br />Reporting Coordinator (Capital Access)<br /><br />to work with direct client at<br /><br />St. Petersburg, FL<br />Contract - W2<br />Hybrid<br />St. Petersburg, FL<br />Hybrid role onsite 3 days per week Tower 2 St. Petersburg, FL- work hours 8 AM-5 PM Monday through Friday<br />Laptop provided<br />Opportunity for extension or conversion based on attendance, performance and availability of an FTE role<br />Job Summary:<br /><br />This person will be responsible for supporting the Capital Access department in the capacity of a Capital Access Associate. This particular department offers a variety of banking services (debit cards, checking accounts, savings accounts, etc.) for brokerage accounts. When a 3rd party company (i.e. mortgage companies, audit companies, etc.) needs to confirm a specific monetary amount is available in the clients account, this person will be responsible for confirming with the 3rd party<br />Job Duties:<br />Provide verification of deposits to 3rd party companies via email, a service center portal, or through regular mail<br />Answer inbound calls from RJ clients (typically half of each day will be spent handling inbound calls) - answering questions about capital access accounts and other general inquiries<br />Provide detailed documentation for each verified deposit<br />Reporting<br />Processing items out of queue<br />Must Haves<br />At least 2 years or recent customer service experience - NOT FROM A CALL CENTER.<br /><br />The hiring manager is looking for candidates who have experience speaking with high profile clientele. The Capital Access department is the only department that speaks directly with clients, rather than a Financial Advisor or a client service associate. Therefore, he does not want someone who has had handled only quick / transactional calls like in a call center.<br />David, hiring manager, stated that someone with a background as a bank teller would work as long as the candidate had impeccable customer service skills<br />Manager is also open to candidates who have recently graduated with their bachelor's degree<br />Proficient skills with Microsoft Office (Outlook, Excel, Word)<br />Clear and professional written and oral communication skills; excellent phone etiquette<br />Customer service focused; willing to go above and beyond<br />Experience within the financial services industry is a big plus<br />Advanced typing skills<br />If interested, kindly apply with latest resume.<br />Regards,<br />Senior Technical Recruiter - SGS Technologie<br />Ph: (904) 644 3721<br />Seniority level<br /><br />Seniority level Mid-Senior level<br />Employment type<br /><br />Employment type Contract<br />Job function<br /><br />Job function Analyst, Finance, and Administrative<br />Industries Financial Services and Banking<br />Referrals increase your chances of interviewing at SGS Technologie by 2x<br />Get notified about new Customer Service Representative jobs in<br /><br />St. Petersburg, FL .<br />Customer Service Representative - State Farm Agent Team Member<br /><br />St. Petersburg, FL $16.00-$21.00 1 year ago<br />Tampa, FL $30,000.00-$70,000.00 8 hours ago<br />Tampa, FL $28,000.00-$36,000.00 6 days ago<br />St. Petersburg, FL $17.31-$28.85 2 weeks ago<br />Customer Relations Representative - State Farm Agent Team Member<br /><br />Clearwater, FL $50,000.00-$80,000.00 1 year ago<br />Customer Service Representative - State Farm Agent Team Member<br /><br />Tampa, FL $45,000.00-$75,000.00 7 months ago<br />Clearwater, FL $45,000.00-$50,000.00 2 weeks ago<br />Customer Service (Policy Owner Services) - Call Center<br /><br />Customer Experience Coordinator - Clearwater, FL<br /><br />St. Petersburg, FL $17.00-$17.00 5 days ago<br />Customer Relations Representative - State Farm Agent Team Member<br /><br />Tampa, FL $40,000.00-$60,000.00 2 weeks ago<br />We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.<br /><br />#J-18808-Ljbffr