Demo

Operations Specialist (Level III

BCforward
Tampa, FL Contractor
POSTED ON 4/3/2025
AVAILABLE BEFORE 5/1/2025
Operations Specialist (Level III

BCforward is currently seeking a highly motivated Operations Specialist (Level III) opportunity Tampa FL .

Position Title: Operations Specialist (Level III)

Location: Tampa FL

Anticipated Start Date: ASAP

Please note this is the target date and is subject the change. BCforward will send fficial notice ahead of a confirmed start date.

Expected Duration: 12 months Contract

Job Type: PART TIME, CONTRACT, Hybrid

Hybrid (3 in office, 2 Days Remote);

Shift Timings : 8 am -5pm

Pay Range: $21.02/hr on w2

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:

  • Client support
  • Banking Operations

Position Description

  • Operations Analyst is responsible for providing first contact resolution for account and client on-boarding & maintenance processes., 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
  • Knowledge of bank policies, procedures, and Core Values

Keywords:

SEC, IRS, and FINRA.

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.

Interested candidates please send resume in Word format Please reference job code 237195 when responding to this ad.


Salary : $21

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