Client Support Analyst
$23 per hourStrategic Staffing Solutions
Job Title: Client Support Analyst Location: Irving, TX
Duration: 6 months
Pay Rate: $23/hr (W2 Only)
Job/Role Description:
Duration: 6 months
Pay Rate: $23/hr (W2 Only)
Job/Role Description:
- This role supports Operations by partnering with various parts of the firm to deliver financial counseling services to clients while maintaining essential risk management and controls.
- Take customer calls and provide accurate, satisfactory answers to their queries and concerns.
- Facilitate trade execution and respond to client inquiries regarding accounts, portfolios, and records.
- De-escalate situations with dissatisfied customers by offering patient assistance and support.
- Guide callers through troubleshooting steps, navigating systems, and using products or services.
- Collaborate with client services professionals and financial advisors to enhance the overall 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 to support daily operations.
- Interface with internal teams and businesses to resolve ongoing issues and address specific policy questions.
- Provide support on special projects as requested.
- Apply business judgment to identify unusual or suspicious activities and escalate issues appropriately.
- Understand and adhere to all policies and procedures, including quality, client service, information security, and compliance standards.
- 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 a 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 the ability to exercise discretion regarding highly confidential/sensitive information
Vacancy posted 1 day ago
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