Asset & Wealth Management - Ayco - Client Support & Services - Operations - Analyst

Spectraforce

Cohoes, New York


23 days ago

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Job Description

Title: Asset & Wealth Management - Ayco - Client Support & Services - Operations - Analyst
Location: Cohoes, NY
Duration: 12 Months                             
               
Duties:
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.
 
  • 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:   
  • 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
Education:        
  • Bachelor’s degree
 

About Us: Established in 2004, SPECTRAFORCE® is one of the largest and fastest-growing diversity-owned staffing firms in the US. The growth of our company is a direct result of our global client service delivery model that is powered by our state-of-the-art A.I. proprietary talent acquisition platform, robust ISO 9001:2015/ISO 27001 certified processes, and strong and passionate client engaged teams. We have built our business by providing talent and project-based solutions, including Contingent, Permanent, and Statement of Work (SOW) services to over 140 clients in the US, Canada, Puerto Rico, Costa Rica, and India. Key industries that we service include Technology, Financial Services, Life Sciences, Healthcare, Telecom, Retail, Utilities and Transportation. SPECTRAFORCE is built on a concept of “human connection,” defined by our branding attitude of NEWJOBPHORIA®, which is the excitement of bringing joy and freedom to the work lifestyle so our people and clients can reach their highest potential. Learn more at: http://www.spectraforce.com
 
Benefits: SPECTRAFORCE offers ACA compliant health benefits as well as dental, vision, accident, critical illness, voluntary life, and hospital indemnity insurances to eligible employees. Additional benefits offered to eligible employees include commuter benefits, 401K plan with matching, and a referral bonus program. SPECTRAFORCE provides unpaid leave as well as paid sick leave when required by law.

Equal Opportunity Employer: SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at LOA@spectraforce.com if you require reasonable accommodation. 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $21.63/daily.

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