AWM Operations Client Support Analyst (Irving, TX)

AWM Operations Client Support Analyst

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 Paladin Consulting is an EEOC employer.