Financial Analyst

Asset Staffing; United States; On-site; USD 48,000 - 65,000; Full time

Job summary

Investment Bank in Dallas, TX is seeking recent college graduates for its Asset Wealth Management Group. The role focuses on client service and operations support within a dynamic team.

Candidates should hold a Finance, Economics, Business, or related degree and be proficient with MS Office. The team emphasizes accuracy, collaboration, and the ability to manage multiple tasks under pressure.

Qualifications

• 1-3 years of prior work experience in a relevant field.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
• Strong attention to detail and follow-through.

Responsibilities

• Take customer calls and provide accurate, satisfactory answers to inquiries.
• Facilitate payment function and respond to client questions about accounts.
• De-escalate dissatisfied callers with patient assistance and support.
• Guide callers through troubleshooting and navigation of products/services.
• Collaborate with client services and financial advisors to improve experience.
• Cross-train in other operational functions as needed.
• Review and approve client requests with proper documentation and policy compliance.
• Process team tasks as requested by the business.
• Use systems to evaluate complex issues and make decisions.

Skills

MS Office

Detail oriented

Multitasking

Analytical skills

Communication skills

Team player

Problem solving

Education

Finance/Economics/Business degree

Job description

Investment Bank located in Dallas, TX seeks recent College Grads for it's Asset Wealth Management Group.

Applicants should have or will be graduating with a Finance, Economics, Business or related degree.

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Take customer calls and provide accurate, satisfactory answers to their queries and concerns
• Facilitate payment function, 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
• Willingness to cross train in other operational functions beyond day-to-day assignment
• Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements
• Process team specific tasks as requested by the business.
• Utilize proprietary and external systems to evaluate complex issues and make critical thinking decisions
• Interface with teams and businesses resolve on-going issues and answer specific policy questions
• Provide support and work on special projects as requested

QUALIFICATIONS/REQUIREMENTS

• 1-3 years of prior work experience in a relevant field.
• Proficient to advanced skills with 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)
• Exceptional interpersonal and rapport building skills
• Ability to work in a fast-paced environment
• Strong interest in client service/operations
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• Analyst must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
• Apply business judgment to identify unusual or suspicious activities and elevate issues as appropriate