SGS Technologie is looking for Fee Based Associate to work with our direct client at St. Petersburg, FL on Remote
Must be local to the Tampa/St. Petersburg, FL area OR Memphis, Tennessee area
**Remote opportunity for candidates local to Memphis or St. Pete. If converted to FTE the candidates will work a hybrid schedule in office Tuesdays and Wednesdays each week.
**Strong chance for extension or possibility to convert to FTE based on attendance and performance
**This is not a call center type of role- phone work is not required
**Must be able to work in a fast-paced processing role with minimal errors (average 35-50 accounts per day or 80-100 tax loss forms per day)
Under general supervision, provides support and assistance to complete assigned job responsibilities and projects consistent with department policy guidelines and procedures. Projects and duties will vary widely based on department needs and priorities. Serves as the agent between branches and the home office. Reviews, updates, maintains, and services accounts.
Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset management services and products for Raymond James financial advisors.
Job Duties:
- Performs a variety of operational procedures within the department, which may include: new fee based agreement processing.
- Answers calls and questions regarding fee based accounts.
- Researches and provides resolution on advanced and more complex business issues.
- Serves as a back-up in cross-functional responsibilities during absences.
- Assists in special projects.
- Maintains a variety of data files and records.
- Prepares letter, memos, and various documents.
- Monitors incoming mail and documents.
- Performs other duties and responsibilities as assigned.
- At least 1-2 years of recent client services / customer service experience - manager is also very open to New Grads
- Ability to follow workflows / processes
- Basic math skills
- Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times
- Attention to detail
- Proficient with Microsoft Office products (Work, Outlook, basic Excel)
- Financial services industry experience is a plus but not required
Minimum of a High School Diploma/GED Completed
If interested, kindly apply with latest resume.
Regards,
Fathima Nuzha
Senior Technical Recruiter - SGS Technologie
Ph: (904) 644 3721
fathima@sgstechnologies.net