AWM - AYCO - Strategic Operations - Analyst

2 weeks ago


Irving, United States Spectraforce Technologies Full time
Job Title: AWM - AYCO - Strategic Operations - Analyst
Duration: 6 Months
Location: Irving, TX


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)
  • Great active listening skills
  • 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 escalate issues as appropriate
Education:
Bachelor's Degree Preferred

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