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.