Client Support Analyst - Financial Services Ops

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

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.