What are the responsibilities and job description for the Call Center Specialist position at SGS Technologie?
SGS Technologie is looking for Cost Basis Associate (Phone Team) to work with direct client at Memphis, TN / Southfield, MI
Cost Basis Associate (Phone Team)
Contract - W2
Onsite
Memphis, TN / Southfield, MI
IMPORTANT- Candidates will work on-site full time but may be located in either Memphis, TN or Southfield, MI
Temp to perm role- will convert based on attendance/performance after about 3.5 months. Once converted they will switch to a hybrid schedule 3 days in office and 2 days WFH per week. Please make sure your candidates are aware that while the intention is to convert to FTE, there are no guarantees its based on their performance and while they are on the temp engagment they will work in office 5 days a week.
**Candidates should be eager and enthusiastic for the customer service phone work involved in the role. Please do not submit candidates that do not enjoy working on the phone or do not plan to work with RJ long-term. The intention is to convert to perm for this role.
Laptop and monitors provided.
Job Summary:
Under general supervision, uses specialized skills gained through training and experience in the securities industry to assist in the utilization of a Cost Basis Reporting System and other Raymond James approved systems to provide clients and internal departments with cost basis, gain/loss and corporate action information. Delivers superior client service through accuracy, timeliness and consistency. Enters data, reviews daily reports and researches any discrepancies. Position involves extensive interaction with fellow workers, other departments and branch associates.
Essential Duties and Responsibilities:
- Five hours per day answering calls from branches. Providing exceptional customer service.
- Reviewing and assigning incoming form requests.
- Creation of detailed workflow items based on calls/requests received from branches.
- Entry level skillset processing.
- Data entry/Project assignments.
- Light research related to project or workflow items.
Knowledge of:
- Financial markets and products.
- Fundamental concepts of calculating capital gains and losses
- Fundamental investment concepts, practices and procedures used in the securities industry.
Ability to:
- Interact effectively with external and internal clients through both written and verbal communication.
- Give customer satisfaction high priority and proactively address customer needs.
- Identify relationships, draw logical conclusions and interpret results for use in decision-making.
- Manage multiple activities simultaneously to ensure timely and satisfactory completion of responsibilities.
- Exhibit initiative, independence and self-direction when performing tasks.
- Perform assignments that are broad in nature.
- Learn quickly
- Follow procedures
- Work independently
Skill in:
- Call Center Experience
- In-depth customer service background
- Excellent communication
- Positive attitude
- Ability to learn and retain information quickly and take notes well
- Professionalism
- Attention to detail
- Light research capabilities
- Quality assurance is essential
- Strong data entry skills
- Learning and applying new information, skills and processes quickly.
- Balancing spreadsheets and reviewing data from multiple sources
- Problem solving complex issues
- Organization and attention to detail sufficient to prioritize multiple tasks while working in a fast-paced dynamically changing environment
- Microsoft Office applications sufficient to produce documents and email with an advanced skill level proficiency in Microsoft Excel, Outlook, and Sharepoint
- Customer service and handling phone calls
- Working from a queue
- Data analysis/quality checks
- Ability to multitask and prioritize
- Attention to detail
AA Degree preferred. High School Diploma required.
If interested, kindly apply with latest resume.
Regards,
Fathima Nuzha
Senior Technical Recruiter - SGS Technologie
Ph: (904) 644 3721
fathima@sgstechnologies.net
