BCforward is currently seeking a highly motivated Operations Specialist opportunity in Tampa FL.
Position Title: Operations Specialist
Location: Tampa FL
Anticipated Start Date: ASAP
Please note this is the target date and is subject to the change. BCforward will send official notice ahead of a confirmed start date.
Expected Duration: 12 months
Job Type: FULL TIME, CONTRACT, Hybrid (3 in office, 2 remote); 8a-5p
Pay Range: $21.02/hr
Please note that actual compensation may vary within this range due the factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).
Requirements:
- providing first contact resolution for account and client on-boarding & maintenance processes.
- The Client Associate, the Retirement Benefits Contact Center and participants to assist them with establishing and maintaining brokerage accounts.
- Daily responsibilities will cover one or more operations functional areas such as: opening new accounts, data entry, etc.
Job Description
- GWIM Operations Analyst is responsible for providing first contact resolution for account and client on-boarding & maintenance processes.
- We partner with the 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 FINRA.
- 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:
- 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
Desired Skills:
- Knowledge of bank policies, procedures, and Core Values.
Benefits:
BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.
About BCforward:
Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.
BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.
BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.
To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.
This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.
Interested candidates please send resume in Word format Please reference job code 238182 when responding to this ad.