Finance - Entry Level - Client Support - Operations Analyst

3 weeks ago

Cohoes, United States Northpointe Staffing Professionals Full time

Job Title: Asset & Wealth Management - Client Support & Services - Operations - Analyst

Duties:

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


Keywords:

Education: Bachelor's degree

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