Operations Specialist

Operations Specialist

BCforward is currently seeking a highly motivated Operations Specialist for an opportunity in Pennington, NJ

Position Title: Operations Specialist

Location: Pennington, NJ

Anticipated Start Date: ASAP

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

Expected Duration: 12 Months

Job Type: [CONTRACT/TEMP TO HIRE], HYBRID

Pay Range: 22.28/hr on W2

Please note that actual compensation may vary within this range due to 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:

• Brokerage account operations
• Must be flexible with schedule
• Banking Client experience

Job Description:

Job Description:
Operations Analyst
Merrill Onboarding and Maintenance supports the onboarding and maintenance related functions for brokerage accounts. The Account Management Ops Representative will provide support to the branch office. Team functions include documentation review and activating brokerage account traits. Support can be provided by working cases or taking internal phone calls from the branch office for more escalated items.
Responsibilities include:
- Respond to phone calls on the internal line. Work cases in SRP and ASAP
- Review documentation for completeness and accuracy
- Decision cases while putting the client and branch office in the forefront while managing risk.
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 (Operational hours are 8:30 AM - 5:00 PM)Quick learner and self sufficient
- Demonstrates initiative while working independently
Desired Skills:
- Experience with brokerage account operations and systems

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.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 238611 when responding to this ad.

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