Job Title: Sr Customer Service Representative Job Location: Tampa, FL 33634 (Hybrid) Job Duration: 6 Months + Extension Target Start Date: ASAP - 3 weeks upon acceptance Hybrid schedule requirement of a minimum of 3 days per week This role is a potential contract to hire and will require resources that do not require sponsorship now or in the future.
Job Description:
GWIM Operations Analyst is responsible for providing first contact resolution for account and client on-boarding & maintenance processes. We partner with the Brokerage Branch Office, predominately the Client Associate, the Retirement Benefits Contact Center and participants to assist them with establishing and maintaining brokerage accounts.
This is accomplished through ensuring adherence to regulatory and compliance guidelines set-fourth by our governing bodies, including but not limited to the SEC, IRS, and Client. Our ideal candidate will display superior oral and written communication skills, previous experience in customer service and the ability to articulate client centric solutions.
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations.
Daily responsibilities will cover one or more operations functional areas such as: opening new accounts, data entry, etc. Provides quality service and effective and efficient operations support for the assigned areas, internal business partners and/or external customers and clients.
Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor.
Generally 1 year or more experience is preferred.
Required Skills:
Knowledge of bank policies, procedures, and Core Values.
Proven decision-making skills, and the ability to effectively manage risk.
Proven track record delivering for internal and/or external clients.
Strong organizational and teamwork skills
Results oriented; driven and ambitious.
Must be flexible with schedule
Quick learner and self sufficient
Demonstrates initiative while working independently.
#CareerBuilder #Monster #Dice #Indeed #LinkedIn
Numbers & Facts
Location
NULL, FL
Skills
Brokerageunmatched
Call Centersunmatched
Communication Skillsunmatched
Customer Support/Serviceunmatched
Data Entryunmatched
Develop and Maintain Customersunmatched
Maintain Complianceunmatched
Onboardingunmatched
Operational Auditunmatched
Operational Supportunmatched
Operations Managementunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Regulatory Complianceunmatched
Retirement Planunmatched
Risk Managementunmatched
Securities and Exchange Commission (SEC)unmatched
Team Lead/Managerunmatched
Team Playerunmatched
Writing Skillsunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.