Client Support Analyst

Spectraforce Technologies; Irving (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Ayco seeks an AWM - Operations - Client Support - Analyst in Irving, TX for a 6-month assignment. You will support client inquiries, assist with trade execution, and collaborate with financial advisors to enhance client experience.

Ideal candidates hold a Bachelor's degree and are proficient in MS Office, with strong communication, analytical, and multitasking skills in a fast-paced team environment.

Qualifications

• Bachelor's degree required.
• Proficient in MS Office applications (Excel, PowerPoint, Word, Outlook).
• Strong analytical and problem-solving abilities.

Responsibilities

• Take customer calls and provide accurate, satisfactory answers to queries.
• Facilitate trade execution and answer client questions on accounts and records.
• De-escalate dissatisfied customers with patient, supportive assistance.
• Guide callers through troubleshooting and product navigation.
• Collaborate with client services professionals and advisors to improve experience.
• Review and approve pending client requests with proper documentation.
• Coordinate and process team tasks as requested by the business.
• Work across multiple systems and platforms.
• Interfacing with teams to resolve issues and policy questions.
• Assist on special projects as needed.
• Identify unusual or suspicious activities and escalate as appropriate.
• Adhere to all policies including quality, service, information security, and compliance.

Skills

MS Office proficiency

Strong communication

Multitasking

Analytical skills

Team player

Attention to detail

Organizational skills

Interpersonal skills

Problem solving

Fast-paced environment

Education

Bachelor's degree

Tools

MS Office (Excel, PowerPoint, Word, Outlook)

Job description

Job Title: AWM - Operations - Client Support - Analyst

Work Location: Irving, TX

Duration: 6 months

Job Summary

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide financial counseling services to clients. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. Ayco is committed to building a culturally diverse environment, and is proud to be an equal opportunity employer.

Essential Duties And Responsibilities

• Take customer calls and provide accurate, satisfactory answers to their queries and concerns
• Facilitate trade execution, answer client queries on accounts, portfolios and records
• De‑escalate situations involving dissatisfied customers, offering patient assistance and support
• Guide callers through troubleshooting, navigating the company website or using the products or services
• Collaborate with other client services professionals and financial advisors to improve client experience
• Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements
• Coordinate and process team specific tasks as requested by the business
• Work across multiple systems and platforms
• Interface with teams and businesses to resolve ongoing issues and answer specific policy questions
• Provide support and work on special projects as requested
• Apply business judgment to identify unusual or suspicious activities and escalation issues as appropriate
• Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance

Qualifications/Requirements

• Bachelor's degree
• Working knowledge of MS Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple projects with competing deadlines
• Proven analytical skills and problem solving ability
• Team player with positive attitude and strong work ethic
• Ability to work collaboratively with all levels of the organization
• Flexible and able to work well under pressure in a team environment
• Strong communication skills (written and verbal)
• Great active listening skills
• Exceptional interpersonal and rapport building skills
• Ability to work in a fast‑paced environment
• Strong interest in client service
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information