Customer Service Associate - LOCALS

Customer Service Associate - LOCALS ONLY

SGS Technologies, a software development and staffing company, seeks a Customer Service Associate to provide administrative support within its Charitable Endowment Fund department.

Under general supervision, the role assists with routine, standardized tasks, resolves common questions and issues, and escalates more complex matters to higher-level staff. Clear instructions and procedures are provided.

• Assist in the preparation and review of departmental reports to ensure accuracy and completeness.
• Manage email correspondence with professionalism, demonstrating strong written communication and customer service skills.
• Maintain a high level of attention to detail while consistently meeting assigned deadlines and performance goals.
• Support various projects and initiatives as assigned by the manager, contributing to team objectives.
• Handle inbound and outbound phone communications as part of daily responsibilities.
• Process a variety of transactions, including new account setups, contributions, approvals, vetting charities, and ongoing account maintenance.

• Understanding of standard administrative support practices, procedures, and office operations.
• Familiarity with fundamental investment principles and practices commonly used in the securities industry.
• Basic knowledge of banking, finance, and operational processes within the securities sector.
• Awareness of financial market terminology, investment products, and/or charitable giving concepts.

Applicants must demonstrate strong data entry skills by completing a data entry assessment (not a general typing test). The assessment should evaluate both speed and accuracy, with an ideal score of at least 5,500 keystrokes per hour and a minimum of 85% accuracy. Candidates should attach their test results to their resume submission.

• High School diploma with a minimum of one (1) year of general administrative support experience.
• Any equivalent combination of experience, education, and/or training is acceptable.

Work schedule:

8 am–5 pm, Monday through Friday. Local candidates only – hybrid schedule.

Associate

Contract

Customer Service

IT Services and IT Consulting