Job description

Position: Client Support & Services Operations Analyst

Location: Coliseum Drive, Cohoes, NY 12047

Duration: 12 months

Working Schedule: Monday to Friday (8hrs/day)

PR: $22.55/hr

Duties:

• 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.
• 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 resolve on-going 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 escalate issues as appropriate.
• Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.

Skills:

• 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

#24HRPO

Job Types: Full-time, Contract

Pay: $20.00 - $22.55 per hour

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Cohoes, NY 12047: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Are you fully vaccinated?

Education:

• Bachelor's (Preferred)

Work Location: One location

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