Reporting Coordinator

SGS Technologie Southfield, MI

Contract Entry Level 3+ years

Posted 2 weeks ago

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About This Role

This is a contract position for a Reporting Coordinator focused on Capital Access, responsible for managing time-sensitive daily reports, handling confidential client information, and providing dedicated service to high-net-worth clients and financial advisors.

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 all client interactions
Collaborate effectively with team members in both virtual and in-person meetings
Participate actively in team discussions, training, and feedback sessions
Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level
Pull pre-exam documents for examiners
Monitor PCG Examiners Inbox and reply to requests from branches, internal audit, and other departments
Monitor ESS Inbox to document fees & fines submitted by examiners
Archive exam documents in Service Center Portal
Provide back-up assistance for phones when examiners are unavailable to take calls

Requirements

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 with a focus on client satisfaction
Comfortable working with high-net-worth individuals and financial professionals
Ability to maintain confidentiality and handle sensitive data responsibly
Willingness to fully engage in team meetings, both virtual and in-person
High school diploma or equivalent
Minimum of 3 years of client services experience

Qualifications

High school diploma or equivalent required
Minimum of 3 years of client services experience and proven experience in a client service or operations support role