What are the responsibilities and job description for the Finance - Asset & Wealth Management Operations Client Support Analyst position at Northpointe Staffing Professionals?
Individual within this role will be part of Operations which 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.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• 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.
QUALIFICATIONS/REQUIREMENTS
• Bachelor’s degree
• 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
Bachelor’s degree