Job Description
Job Description
POSITION: Operations Specialist (Sr. Customer Service Representative)
FULLTIME: ASAP - 6/17/26 Assignment
LOCATION: Tampa, FL
SCHEDULE: Hybrid (3 onsite / 2 remote)
PAY RANGE: $21.03/HR
(Exact compensation may vary based on skills, experience, and location. Base pay information is based on market location.)
JOB DESCRIPTION:
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.
WORKING CONDITIONS:
- May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
- The ability to lift up to 30lbs
- Use of computers and technology
Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity, we are made a stronger organization, and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life.
Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
The pay range for this position is listed above. Base pay information is based on market location.
We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans.
For individuals with disabilities who would like to request an accommodation, please email hr@canonrecruiting.com