This site uses cookies. To find out more, see our Cookies Policy

Investment Representative in Tampa, FL at Strategic Staffing Solutions

Date Posted: 3/2/2019

Job Snapshot

  • Employee Type:
  • Location:
    Tampa, FL
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

JobID: 142678


Strategic Staffing Solutions (S3) prides itself on being an international IT Staffing and Solutions Company with 25 years’ experience recruiting and managing exceptional IT and Business consultants for customers in the Financial, Energy, Public Sector and Retail Distribution industries.  A privately held, financially strong, woman-owned company, S3 is a full service IT firm, with 24 major market locations in the U.S!

If you meet the requirements described below, send resume and contact information to Carlos Herrera, IT Sourcing Specialist, for more details.

Position: Investment Representative

Location: Tampa, FL


  • Receives service requests for mutual fund, brokerage or college savings plan products from members through various member contact channels.
  • Fulfills the member's request through appropriate channel.
  • Applies foundational relationship building and referral skills by seeking opportunities to build, deepen, and retain the member relationship through multi-company products or services.
  • Asks questions to discover key information and life events and to understand the member’s need, and documents relevant information.
  • Recognizes verbal and/or written cues and potential opportunities to meet member needs through a product or service.
  • Encourages member to take action to address needs and opportunities.
  • Supports enterprise business goals through the achievement of individual referral and product acquisition goals.

General Service Responsibilities:

  • Update personal information on Portal.
  • Update member's Portal address, phone number, or email.
  • Statements and Tax Form Inquires.
  • Managing automatic investment plans.
  • Requests to send a mutual fund prospectus or CSP plan documents.
  • Advise members of Service Level Objectives (SLO) - time frame expectations for certain request/transactions to be handled.
  • Provide mailing address/payee information for contributions and forms.

General Tax Responsibilities:

  • Fielding tax form, dividend, cost basis, IRA distribution, and other tax related inquiries.
  • High level research on tax related money movement.

General CSP Responsibilities:

  • Providing CSP account balances information.
  • Make a contribution or withdrawal from their College Savings Account.
  • Change portfolio allocation/investment model.
  • Discussing CSP account activity through shadow.
  • Discussing CSP AIP plans (including guiding the member to update).
  • High level research on CSP money movement.
  • Guiding members to self-service (including contributions and withdrawals).
  • Guiding a member to view statements and tax forms.
  • Guiding the member on how to request changes.
  • Owner/beneficiary/successor owner change requests.
  • Name change/update requests.
  • Updating a SSN/add or change bank account. 
  • Add an interested party Mutual Fund Service.
  • Mutual fund service calls, entering both simple and complex service transactions.
  • Make contribution or withdrawal from IRA mutual fund account.
  • Discussing IRA account activity.
  • High level research on mutual fund money movement.
  • Investment performance related questions.
  • Keying monetary transactions, money movement up to 250k.

Required Experience:

  • Money movement – 1 year.
  • Investment transactions and servicing – 1 year.
  • Account security and fraud – 1 year.
  • Windows operating system experience.
  • Investment transaction software experience.
  • Phone experience with customers.

The S3 Difference

Strategic Staffing Solutions (S3) is the 6th largest Diversity Staffing Firm in the US and a global provider of Business and IT Services, including Staff Augmentation, Managed Staffing Programs, and Solutions, with 21 consecutive years of growth.  We have industry expertise in Healthcare, Insurance, Financial Services, Energy/Utility and Retail Distribution.  S3 has a domestic and international presence in 31 locations across the US and Europe (including the UK, Lithuania, and the Czech Republic).  Our highly trained and experienced staff is committed to not only helping you find a job but making sure that the job is the right fit for you!

At S3 you are eligible for a full benefits package that may include:

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance