AWM Operations Client Support Analyst (Irving, TX)

Paladin Consulting, Inc.

Irving, TX

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JOB DETAILS

SKILLS

Analysis Skills, Communication Skills, Consulting, Customer Experience, Customer Support/Service, Detail Oriented, Documentation, Financial Services, Follow Through, Identify Issues, Information/Data Security (InfoSec), Interpersonal Skills, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multiplatform/Cross-Platform, Multitasking, Operational Audit, Operational Support, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Management, Project/Program Management, Team Player, Time Management, Writing Skills

LOCATION

Irving, TX

POSTED

2 days ago

Paladin Consulting is currently hiring an AWM Operations Client Support Analyst to join our team working onsite at our client's office located in Irving, TX.

We work with companies that offer environments for our employees to contribute, learn, and advance their career. We treat you like you are part of the family.

Job Title: AWM Operations Client Support Analyst
Work Location: Irving, TX
Duration: 6 month contract with option to extend or hire
Education/Experience Required: Bachelor's degree

Job Description & 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.

Skills & Qualifications :

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

For more information or to view other opportunities, visit us at www.paladininc.com.

Paladin Consulting is an EEOC employer.

About the Company

Paladin Consulting, Inc.

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