Client Service Associate

Senior Technical Recruiter @ SGS Technologie | Expert in IT/Non-IT hiring for Financial/Wealth Management Industry

SGS Technologies is 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 the 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!

Job Description:

• Local candidates only to Memphis,stid. Hybrid role onsite 3 days per week and WFH 2 days per week. Wednesdays and either Monday or Friday are mandatory, the third day may be chosen by the new hire.
• Work Schedule 10‑7 CST with 1 hour lunch (must be logged in at 9 AM). Attendance Policy—no more than 2 tardies or unexcused absences within a 30‑day period.

Responsibilities:

• The Client Services Representative will support the Client Services team at the Memphis, TN office and report to the hiring manager. This team serves as the main point of contact for internal and external clients, including RJ branch associates, Financial Advisors, and their clients.
• Provide assistance for client access to websites where they can manage accounts and trade online.
• Handle basic customer inquiries: password or username resets, address or phone number updates, etc.
• Typical call volume 50‑60 calls per day.orders, rising to 80 calls per day during tax season.
• Training lasts 1‑2 weeks; reps practice mock calls with associates.
• Using SharePoint guides, reps will resolve issues without script; calls are monitored for quality, compliance, documentation accuracy, and call time.

Job Duties:

• Answer inbound calls from clients and provide exceptional service.
• Resolve general inquiries such as username/password resets; address, phone changes, etc.
• Document call activity using the proprietary system while on the phone.
• Respond to inquiries or complaints received via phone, email, or in‑person contact regarding the bank’s products or services.
• Research and obtain requested information from policies, procedures or practices.
• Coordinate problem resolution with appropriate departments.
• Inform customers of standard procedures or resolution of problems.
• Follow up verbally or in writing to ensure customer satisfaction.
• Determine best method to resolve problems to ensure satisfaction and compliance with company policies.
• Must possess 2‑3 years of recent customer service experience, ideally in a call center.
• Must be able to type while on the phone.
• Navigate multiple systems simultaneously.
• Experience using dual monitors.
• Proficiency in Microsoft Word, Outlook, and basic Excel.
• Type at least 40 WPM.
• Exhibit exceptional customer‑service skills and communicate effectively.
• Possess excellent verbal and written communication skills, with proper grammar and spelling.
• Experience with in banking or financial services is preferred but not required.
гел

Minimum:
High School Diploma or equivalent.

Associate

Contract

Customer Service

IT Services and IT Consulting

Referrals increase your chances of interviewing at SGS Technologie by 2x.