Job Title: AWM – Operations – Client Support – Analyst
Work Location: 100 Coliseum Drive, Cohoes, NY
Contract Duration: 6 Months
 

Job Summary
Operations is a dynamic, multi-faceted division that partners across the firm to deliver high-quality financial counseling services to clients. The team also provides critical risk management and control functions to safeguard and enhance the firm’s assets and reputation. Ayco is committed to fostering a culturally diverse and inclusive workplace and is proud to be an equal opportunity employer.Key Responsibilities

• Handle inbound client calls and provide accurate, timely, and satisfactory responses to inquiries and concerns
• Facilitate trade execution and address client questions related to accounts, portfolios, and records
• De-escalate dissatisfied client situations with patience, professionalism, and effective problem resolution
• Guide clients through troubleshooting steps, website navigation, and product/service usage
• Collaborate with client service professionals and financial advisors to enhance the overall client experience
• Review and approve pending client requests, ensuring appropriate authorizations and supporting documentation are compliant with policy requirements
• Coordinate and process team-specific tasks as requested by the business
• Work efficiently across multiple systems and platforms
• Interface with internal teams and business partners to resolve ongoing issues and respond to policy-related inquiries
• Provide operational support and assist with special projects as assigned
• Apply sound business judgment to identify unusual or suspicious activities and escalate concerns appropriately
• Adhere to all firm policies and procedures, including quality standards, client service guidelines, information security, and compliance requirements

Qualifications & Requirements

• Bachelor’s degree required
• Working knowledge of Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple priorities and competing deadlines
• Proven analytical and problem-solving skills
• Team-oriented with a positive attitude and strong work ethic
• Ability to collaborate effectively with all levels of the organization
• Flexible and capable of performing well under pressure in a team environment
• Excellent written and verbal communication skills
• Strong active listening abilities
• Exceptional interpersonal and rapport-building skills
• Ability to thrive in a fast-paced environment
• Strong interest in client service
• Commercially savvy with the ability to exercise discretion when handling highly confidential and sensitive information

 

 
 
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/hr.