Customer Service / Financial Service Entry Level Role

Collabera; Orlando (FL); On-site; USD 32,000 - 33,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Life insurance

Long-term disability insurance

Short-term disability insurance

Paid parking/public transportation

Paid time off

Paid sick and safe time

Paid vacation time

Paid parental leave

Paid holidays

Job summary

Collabera in Orlando, FL is seeking a flexible, high-performing professional to provide robust support to internal and external clients. The role requires a Bachelor's degree and pays $23–$24 per hour, with benefits including health, dental, vision, and more.

Responsibilities include coordinating with distributed teams, planning project tasks, reviewing deliverables, and maintaining regulatory risk compliance.

Qualifications

• Bachelor's degree in any field required.
• Experience in financial services, retail banking, controls testing, project management, data validation, or grants management.
• Proficient with Office Suite and ability to draft and analyze reports.

Responsibilities

• Coordinate with team members and stakeholders across locations to ensure seamless project delivery.
• Assist in planning and execution of project tasks, including scheduling and reviewing deliverables for accuracy and formatting.
• Support data review across systems and maintain regulatory risk compliance in various capabilities.
• Maintain knowledge of policies to ensure KPIs are met and to create AI use cases for quality and productivity.
• Handle multiple projects, prioritize tasks, resolve issues with supervision, and contribute to SOPs and training.
• Uphold integrity, professionalism, and a respectful work environment.

Skills

Office Suite

Data validation

Project management

Education

Bachelor's degree

Tools

Office Suite

Job description

Minimum Requirement: Bachloer Degree in any field, pay at $23-$24 an hour

Primary Duties and Responsibilities

Work flexibly in a centralized, high performing team environment, providing robust support to both internal and external clients to include coordinating with team members and stakeholders located in various geographic locations, utilizing virtual communication tools, and ensuring seamless project delivery.

Assist in the planning and execution of project tasks, including but not limited to, coordinating meetings, managing project requests, maintaining project deliverable schedules, communicating with relevant stakeholders, and reviewing deliverables for accuracy and proper formatting.

Support the review of data across multiple systems and maintain personal compliance of operation regulatory risk in support of the following capabilities: enhance due diligence, transaction monitoring, fraud investigations, grants management, validations, PMO, and controls testing.

Maintain knowledge of policies and processes to ensure consistent competency and KPIs are met to include generating AI use cases in efforts to improve quality and productivity.

Handle multiple projects, prioritize competing tasks, and help resolve project issues with the support of the Senior Analyst or above; actively contribute to the culture of the center by assisting other team members and supporting the development of SOPs and training initiatives.

Act with integrity, professionalism, and personal responsibility to uphold Performance Hub's respectful and courteous work environment.

Qualifications

Experience preferred within one of our primary areas: financial services, retail banking, controls testing, project management, data validation, grants management.

Intermediate proficiency with Office Suite (Word, Excel, PowerPoint, and Outlook and more); demonstrated ability to work successfully in a target driven operation environment.

Intermediate understanding of business and technical competencies, organizational tools, and process with ability to draft, proofread and analyze reports from various database and software applications

Pay Range: $23 to $24 an hour

The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually - as applicable.