Customer Service Specialist

3 weeks ago


Cohoes, United States eTeam Full time

Job Title: Client Support & Services - Operations - Analyst

Job Location: Cohoes NY 12047

Job Duration: 1 year

Job Description

Reason: Peak Period

Department: WP Ops Client Support & Svcs Job Category: Operations Job Title: Asset & Wealth Management - Ayco - Client Support & Services - Operations - Analyst

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. Ayco is committed to building a culturally diverse environment, and is proud to be an equal opportunity employer.

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



  • Cohoes, United States System One Holdings, LLC Full time

    Citizenship (gov requirement) Riverview Center, Menands, NY REMOTE-required to be on site the first day for equipment set up. Need to live in a drivable distance to Menands NY Pay $18/HR CUSTOMER SERVICE SPECIALIST II Customer Service Specialist II joining our team to provide support via the telephone and/or Internet to resolve routine issues and respond...


  • Cohoes, United States ALTA IT Services Full time

    ALTA IT is hiring for a Medicaid Support specialist. The individual will support a fortune 100 company in the federal space. This is a great entry-level opportunity to put on your resume. You will be answering inbound phone calls from Medicaid Providers for billing or enrollment. These calls are not scripted; there is knowledge to be learned to understand...


  • Cohoes, United States System One Holdings, LLC Full time

    Citizenship (gov requirement) Riverview Center, Menands, NY Hybrid- Twice a month Need to live in a drivable distance to Menands NY Pay $18/HR ALTA IT is hiring for a Medicaid Support specialist. The individual will support a fortune 100 company in the federal space. This is a great entry-level opportunity to put on your resume. You will be answering...


  • Cohoes, United States System One Holdings, LLC Full time

    ALTA IT is hiring for a Medicaid Support specialist. The individual will support a fortune 100 company in the federal space. This is a great entry-level opportunity to put on your resume. You will be answering inbound phone calls from Medicaid Providers for billing or enrollment.These calls are not scripted; there is knowledge to be learned to understand and...


  • Cohoes, United States Center for the Disability Services Foundation Full time

    Application Specialist Information Technology Cohoes, New York Salary: USD 23.02 - 29.60 Hourly Apply Description The Center for Disability Services offers hope, innovation and achievement to the people we support. For 80 years, we have been one of upstate New Yorks largest providers of programs and services for individuals who have disabilities. Many...


  • Cohoes, United States Center for Disability Services Full time

    The Center for Disability Services offers hope, innovation and achievement to the people we support. For 80 years, we have been one of upstate New York’s largest providers of programs and services for individuals who have disabilities. Many of the innovative programs and vital services that we offer are not available elsewhere We are searching foran ...


  • Cohoes, NY, United States ALTA IT Services Full time

    ALTA IT is hiring for a Medicaid Support specialist. The individual will support a fortune 100 company in the federal space. This is a great entry-level opportunity to put on your resume. You will be answering inbound phone calls from Medicaid Providers for billing or enrollment. These calls are not scripted; there is knowledge to be learned to understand...


  • Cohoes, United States Albany Med Full time

    Department/Unit: EmUrgent Care - Latham Work Shift: Day (United States of America) Patient Service Associate , Latham EmUrgentCare Work Schedule: Monday - Friday We are seeking an Administrative Associate with excellent customer service skills and clerical experience to join our team! The Patient Service Associate provides advanced clerical support and...


  • Cohoes, United States Spectraforce Technologies Full time

    Title: Asset & Wealth Management - Ayco - Client Support & Services - Operations - Analyst Location: Cohoes, NY Duration: 12 Months 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...


  • Cohoes, United States Spectraforce Technologies Full time

    Title: Asset & Wealth Management - Ayco - Client Support & Services - Operations - Analyst Location: Cohoes, NY Duration: 12 MonthsDuties: 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...

  • Support Officers

    4 days ago


    Cohoes, NY, United States ALTA IT Services Full time

    Citizenship (gov requirement) Riverview Center, Menands, NY Hybrid- Twice a month Need to live in a drivable distance to Menands NY Pay $18/HR  ALTA IT is hiring for a Medicaid Support specialist. The individual will support a fortune 100 company in the federal space. This is a great entry-level opportunity to put on your resume. You will...


  • Cohoes, United States Russell Tobin Full time

    Job DescriptionJob DescriptionAre you detail-oriented with exceptional analytical skills? Join our team as an Account Opening Support Specialist within Asset & Wealth Management. In this role, you will be responsible for ensuring the smooth and compliant opening of client accounts, while also providing crucial support to our operational processes.Title:...

  • Billing Clerk

    3 days ago


    Cohoes, United States Rainbow Sprinklers and Drainage Full time

    **Job Overview**: **Responsibilities**: - Process billing statements and invoices accurately and in a timely manner - Utilize accounting software such as Sage to maintain financial records - Handle accounts receivable duties including collections and reconciliations - Provide excellent customer service to address billing inquiries and resolve...

  • Delivery Driver

    5 days ago


    Cohoes, United States Marra's Pharmacy Full time

    We are looking for a responsible Delivery Driver who can use their own vehicle to distribute products promptly to our customers. You will represent our company in a professional and cost-effective manner to increase our profitability and customer satisfaction. **Responsibilities** - Deliver a wide variety of items to different addresses and through...

  • Assistant Manager

    4 weeks ago


    Cohoes, United States Dunkin' - Franchisee Of Dunkin Donuts Full time

    Corri, Inc. is a locally owned and operated franchise of Dunkin' Donuts / Dunkin' Brands / Inspire Brands. Franchisees are independent business owners who are solely responsible for their own employees and set their own wage and benefit programs.As a Dunkin Donuts franchisee, we are committed to our employees as much as we are committed to our customers. We...

  • Porter

    2 weeks ago


    Cohoes, United States Lincoln Property Company, Inc. Full time

    Overview If you love making people feel at home, you'll love working at Willow Bridge Property Company. Whether you're just starting your career or joining later in your journey, we're eager to help you find your perfect fit. Willow Bridge is a full-service residential property company with deep roots in the industry. Since our early days as Lincoln...

  • Porter

    2 weeks ago


    Cohoes, United States Lincoln Property Company, Inc. Full time

    Overview If you love making people feel at home, you'll love working at Willow Bridge Property Company. Whether you're just starting your career or joining later in your journey, we're eager to help you find your perfect fit. Willow Bridge is a full-service residential property company with deep roots in the industry. Since our early days as Lincoln...

  • .NET Developer

    2 weeks ago


    Cohoes, United States Troy Web Consulting Full time

    Job DescriptionJob DescriptionABOUT USWe are a well established, fast-paced custom software development agency working on client projects in a variety of industries including health care, education, environmental engineering & insurance. You will play a critical role in the architecture, design, development, testing, and deployment of cloud/web/mobile...


  • Cohoes, United States L&W Supply Full time

    Location 36A Green Mountain Dr. Cohoes, NY 12047 **Job Description** L&W Supply is a leading specialty distributor of drywall, ceiling tiles, steel framing and other building materials used by commercial and residential contractors. L&W Supply delivers the products and capabilities offered by a national distributor paired with the service and personal...

  • CDL Driver Class A

    5 days ago


    Cohoes, United States Tradebeusa Full time

    **Tradebe Environmental Services** **CDL Driver Class A** **Processing - Cohoes, NY - Full Time** Tradebe is an international leader in waste reclamation and recycling solutions managing more than two million tons of waste annually, recycling 60% of that waste. Providing environmental services since 1984 through the treatment, recovery and recycling of...