Client Services- Reporting Coordinator-Only LOCALS

About the role

SGS Technologie is seeking an organized, service-oriented contractor to join its operations team. The role involves handling time-sensitive daily reports, managing sensitive client information, and serving high-net-worth clients and financial advisors.

The role is in the office three days per week. A laptop is provided. Extension or conversion may be possible based on attendance, performance, and availability of an FTE role.

Responsibilities

• Process and manage daily operational reports with strict deadlines.
• Handle confidential and sensitive information with discretion and accuracy.
• Provide phone support for clients and financial advisors for approximately half the workday.
• Deliver a service-first experience in client interactions.
• Collaborate with team members in virtual and in-person meetings.
• Participate in team discussions, training, and feedback sessions.
• Use Microsoft Office Suite, including Excel, Outlook, and Word, at an advanced level.

Requirements

• High school diploma or equivalent required.
• At least three years of client services experience.
• Proven experience in a client service or operations support role.
• Strong proficiency in Microsoft Office, especially Excel and Outlook.
• Excellent verbal and written communication skills.
• Ability to make quick, informed decisions under pressure.
• Professional, pleasant demeanor and focus on client satisfaction.
• Comfort working with high-net-worth individuals and financial professionals.
• Ability to maintain confidentiality and handle sensitive data responsibly.
• Willingness to participate fully in virtual and in-person team meetings.

Key facts

• The role is in the office three days per week in Memphis, United States.
• A laptop is provided.
• High school diploma or equivalent and at least three years of client services experience are required.

Estimated salary

Estimated salary for customer service in United States: USD 3,050 - 4,600 per month, based on 310 CazVid job posts that state their pay. This is an estimate, not the salary offered.