Job Title: AWM - Operations - Ayco Strategic - Analyst
Duration: 6 months
Location: Irving, TX 75062

Job Duties: 

• Take customer calls and provide accurate, satisfactory answers to their queries and concerns.
• Facilitate payment function, 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.
• Willingness to cross train in other operational functions beyond day-to-day assignment.
• Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
• Process team specific tasks as requested by the business.
• Utilize proprietary and external systems to evaluate complex issues and make critical thinking decisions.
• Interface with teams and businesses resolve on-going issues and answer specific policy questions.
• Provide support and work on special projects as requested.
• Analyst must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
• Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.

Must Haves: 

• 1-3 years of prior work experience in a relevant field.
• Proficient to advanced skills with 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/operations.
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information.

Education:

• Bachelor's Degree Preferred.

 

 


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.