GWIM Operations Analyst | Client Operations Specialist

Knowledge of bank policies is essential.

• Payday every Friday
• Upskilling opportunities through the Adecco Aspire Academy
• An opportunity to get hired on permanent with our client.
• Assigned your very own onboarding specialist.

• Location: TAMPA, FL
• Pay: $22.12
• Shift/Hours: M-F 9am-6pm

• 2 years GWIM Operations Analyst.
• 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.
• Knowledge of bank policies, procedures, and Core Values.

• GWIM Operations Analyst is responsible for providing first contact resolution for account and client on-boarding & maintenance processes.
• We partner with the Merrill Lynch 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.If this sounds like a position you would be interested in, please apply with your up-to-date resume today!

Pay Details: $22.12 per hour

In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance