NextPath Workforce Solutions is currently seeking a Customer Operations Specialist to join our client’s team in St. Petersburg, FL. This is a contract position.
SALARY: $22-$25/hr (depending on experience)
Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.
REQUIREMENTS:
- High school diploma or equivalent with at least two years of customer service experience
- Basic knowledge of operations and new account systems
- Familiarity with basic accounting principles and investment concepts
- Excellent written and verbal communication skills
- Ability to analyze operational processes and identify improvement opportunities
- Customer service experience in a contact center preferred
- Strong interpersonal skills to interact effectively at all organizational levels
- Numerical aptitude and critical thinking skills
- Ability to operate standard office equipment and software
- Knowledge of industry regulations such as AML and KYC
RESPONSIBILITIES:
- Answer questions from financial advisors and sales assistants regarding account opening and maintenance
- Establish new client accounts, ensuring compliance with registration requirements
- Enforce documentation and policy adherence for client and account processes
- Review data, analyze issues, and implement corrective actions
- Resolve account-related issues by contacting advisors and staff
- Support policy and workflow improvements
- Review daily tasks for accuracy and completeness
- Log and track client requests to ensure timely resolution
- Assist with after-hours account validation events as needed
- Participate in testing new systems and processes
- Maintain detailed records of all client interactions
NEXTPATH WORKFORCE SOLUTIONS:
NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles.
If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. Feel free to reach out to find a better match by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer
View all open jobs: http://www.nextpathcp.com
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