Financial Client Service Specialist - 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. SGS has served numerous clients nationwide in various industries and we want you to be a part of that growth and opportunity! • Hybrid full-time role- Onsite 3 days per week Tower 6 St. Petersburg, FL • Opportunity for extension or conversion based on attendance and performance Job Duties: • Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. • Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards. • Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. • Maintain files and records. • Ensure a positive experience for internal clients by having courteous interactions with them. • Assess compliance with established standards and protocols for routine inquiries. • Support others by carrying out basic data management tasks. • Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. • Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. • Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages. • Uses clear and effective elementary verbal communications skills under supervision to express ideas, request actions and formulate plans or policies. • Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives. • Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements. • Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making. • Uses an elementary understanding of numerical concepts to perform mathematical operations such as report analysis under supervision. • Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives. • Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system. High School Diploma or equivalent required. Bachelor's degree preferred.