Canon Recruiting Group
Sr Customer Service Representative Tampa FL
Canon Recruiting Group, Tampa, Florida, us, 33646
Job Title:
Sr. Customer Service Representative Contract Duration:
12 months (Start ASAP) Location:
Tampa, FL –
Hybrid: 3 days in office, 2 days remote Schedule:
Monday – Friday, 8:00 AM – 5:00 PM Pay Rate:
$21.03 hourly, paid weekly
Job Summary: The
Global Wealth and Investment Management Specialist
provides first-contact resolution for account and client onboarding and maintenance processes. This role primarily supports Branch Offices, Client Associates, and the Retirement Benefits Contact Center to establish and maintain brokerage accounts while ensuring compliance with regulatory guidelines set by the SEC, IRS, and FINRA. Key Responsibilities: Provide quality service and operations support across various functional areas (e.g., opening accounts, data entry). Partner with internal and external clients to resolve issues related to account maintenance. Follow standard procedures while using independent judgment to escalate complex issues. Ensure adherence to compliance and regulatory standards in all operations. Required Skills: Strong decision-making and risk management skills. Demonstrated success in delivering client-focused solutions. Excellent organizational and teamwork skills. Results-oriented and self-motivated. Flexible schedule availability. Superior verbal and written communication skills. 1+ year of customer service or related experience preferred. Desired Skills: Familiarity with banking policies, procedures, and Core Values. Knowledge of SEC, IRS, and FINRA regulations is a plus. 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 our HR team hr@canonrecruiting.com
Sr. Customer Service Representative Contract Duration:
12 months (Start ASAP) Location:
Tampa, FL –
Hybrid: 3 days in office, 2 days remote Schedule:
Monday – Friday, 8:00 AM – 5:00 PM Pay Rate:
$21.03 hourly, paid weekly
Job Summary: The
Global Wealth and Investment Management Specialist
provides first-contact resolution for account and client onboarding and maintenance processes. This role primarily supports Branch Offices, Client Associates, and the Retirement Benefits Contact Center to establish and maintain brokerage accounts while ensuring compliance with regulatory guidelines set by the SEC, IRS, and FINRA. Key Responsibilities: Provide quality service and operations support across various functional areas (e.g., opening accounts, data entry). Partner with internal and external clients to resolve issues related to account maintenance. Follow standard procedures while using independent judgment to escalate complex issues. Ensure adherence to compliance and regulatory standards in all operations. Required Skills: Strong decision-making and risk management skills. Demonstrated success in delivering client-focused solutions. Excellent organizational and teamwork skills. Results-oriented and self-motivated. Flexible schedule availability. Superior verbal and written communication skills. 1+ year of customer service or related experience preferred. Desired Skills: Familiarity with banking policies, procedures, and Core Values. Knowledge of SEC, IRS, and FINRA regulations is a plus. 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 our HR team hr@canonrecruiting.com