Client Service Associate (Banking Background) - LOCALS ONLY

SGS Technologies, we are a software development and staffing company that doesn’t simply talk services – we accomplish them. With two decades of experience, we use a combination of latest technological knowledge, future-driven ideas, and specialized skills for multiple forms of IT requirements.This is a contract-to-hire opportunity depending on their performance and attendanceThey will be required to work onsite in St. Petersburg, FL - 33716.Job Summary:Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service.Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility.Routine contact with internal and external customers is required to obtain, clarify or provide facts and information.Answers calls and questions from Financial Advisors (FA's) and Sales Assistants (SA's) related to account opening and maintenance. Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti-Money Laundering and Know Your Client.Reviews standard issues, analyzes and interprets data and determines appropriate corrective action. Processes various basic department related reports and contacts FA's and SA's to resolve account issues.Supports and complies with established policies and procedures. May recommend suggestions to improve workflows, policies, and procedures.Contributes to department projects, documentation, general analysis and testing as needed. Reviews daily tasks for accuracy and completeness.Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion.Receives cross-training and assists with other operational functions as required. Performs other duties and responsibilities as assigned.Skills:Willingness to go above and beyond for customersProactive problem-solving skillsAbility to maintain a professional demeanor at all timesStrong written and verbal communication skillsWorking knowledge of Microsoft Office Suite (Outlook, Word, Excel)High School Diploma or equivalent required; Bachelor's degree preferred