Operations Client Support Analyst

A leading global financial services firm is seeking an Operations Client Support Analyst to join its Ayco Wealth Management team in Irving, TX. This is a 6-month on-site contract role within a dynamic, fast-paced operations division that partners across the firm to deliver exceptional financial counseling services to clients while maintaining the highest standards of risk management and compliance.

Irving, TX (On-site) | Contract | $23/hour | 6 Months

Key Responsibilities

• Handle inbound client calls, providing accurate and thorough responses to inquiries and concerns in a professional and timely manner
• Facilitate trade execution and address client questions related to accounts, portfolios, and records
• De-escalate situations involving dissatisfied clients with patience, empathy, and a solutions-oriented approach
• Guide clients through troubleshooting, website navigation, and product or service inquiries
• Review and approve pending client requests, ensuring proper authorizations and supporting documentation are in place and meet policy requirements
• Collaborate with client services professionals and financial advisors to continuously improve the overall client experience
• Coordinate and process team-specific tasks as directed by the business
• Work across multiple internal systems and platforms simultaneously
• Interface with various teams and business units to resolve ongoing issues and address policy questions
• Apply sound business judgment to identify unusual or suspicious activity and escalate appropriately
• Support special projects and initiatives as needed
• Adhere to all firm policies and procedures including quality, client service, information security, and compliance standards

Requirements

• Bachelor's degree required
• Working knowledge of Microsoft Excel, PowerPoint, Word, and Outlook
• Strong client service orientation with exceptional interpersonal and rapport-building skills
• Highly organized with outstanding attention to detail and follow-through
• Proven ability to manage multiple projects with competing deadlines in a fast-paced environment
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills with great active listening ability
• Commercially savvy with the ability to handle highly confidential and sensitive information with discretion
• Collaborative team player with a positive attitude and strong work ethic
• Flexible and able to perform well under pressure

Please submit your resume in Word format for immediate consideration!

You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.