AWM - Operations - Ayco Client Support and Services - Analyst - Spectraforce Technologies : Job Details

AWM - Operations - Ayco Client Support and Services - Analyst

Spectraforce Technologies

Job Location : Cohoes,NY, USA

Posted on : 2025-08-22T14:41:38Z

Job Description :
Job Title: AWM - Operations - Ayco Client Support and Services - Analyst Duration: 6 Months Work location: Cohoes, NY 12047 Job Summary:
  • 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. 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.
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