Customer Service Representative -- Financial Services
Customer Service Representative -- Financial Services
Posted on :
20-08-2025
Employer Active
1 Vacancy
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Job Description
Job Title: Operations Specialist (Level III)/Sr Customer Service Rep
Job Location: 4951 Savarese CIR Tampa FL33634
Job Duration: 12 months Extension
Note: Hybrid (3 in office 2 remote); M- F; 8 AM - 5 PM
Job Location: 4951 Savarese CIR Tampa FL33634
Job Duration: 12 months Extension
Note: Hybrid (3 in office 2 remote); M- F; 8 AM - 5 PM
Job Description:
The GWIM Operations Analyst is responsible for providing first contact resolution for accounts and client onboarding & maintenance processes.
We partner with the Brokerage Branch Office predominantly 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 forth 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 operational 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 the Operations Team Manager and/or Supervisor. Generally 1 year or more of experience is preferred.
We partner with the Brokerage Branch Office predominantly 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 forth 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 operational 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 the Operations Team Manager and/or Supervisor. Generally 1 year or more of 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 the schedule.
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 the schedule.
Employment Type
Full-time
Key Skills
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