Financial Services Associate

SGS Technologie - Southfield, MI

Hiring: Financial Services Associate Company: SGS Technologie Location: Southfield, MI Job Posted Time: 2026-09-12 14:29:34 Employment Type: Hybrid Target Skills & Keywords : Microsoft Excel About the job Experience: •1 year of banking experience required. •Minimum 1 year of banking experience required. Required Skills: •We are seeking a detail-oriented to support financial documentation, transaction processing, client requests, and day-to-day operational activities. The ideal candidate will have strong attention to detail, excellent data entry skills, and the ability to work across multiple systems while maintaining accuracy and compliance. •This role is well suited for someone with recent banking or financial services experience who is comfortable working with sensitive financial information, following established procedures, and resolving client and branch-related requests. •Process financial documentation, forms, distributions, and internal transfers with a high level of accuracy. •Review and respond to email inquiries and requests for information. •Perform standard customer service activities and resolve routine client inquiries. •Review client correction requests and provide appropriate guidance to branch personnel. •Research and resolve operational issues by collaborating with internal departments. •Interpret and apply applicable rules, regulations, policies, and procedures. Qualifications: •High school diploma required. •2 years of recent financial services experience preferred, OR a recent Bachelor's degree in Finance or a related field with some professional work experience. •Strong data entry skills with exceptional attention to detail. •5,500 KPH with at least 85% accuracy •Strong organizational and time-management skills. •Demonstrated capacity to prioritize multiple tasks and meet deadlines. •Strong problem-solving and analytical abilities. •Excellent verbal and written communication skills. •Professional demeanor and strong customer service orientation. •Demonstrated capacity to quickly learn and apply multiple processes simultaneously. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!