Job Description
A leading global financial services firm is seeking an Operations Client Support Analyst to join its Ayco Wealth Management team in Irving, TX. This is a 6-month on-site contract role within a dynamic, fast-paced operations division that partners across the firm to deliver exceptional financial counseling services to clients while maintaining the highest standards of risk management and compliance.
Irving, TX (On-site) | Contract | $23/hour | 6 Months+
Key Responsibilities
- Handle inbound client calls, providing accurate and thorough responses to inquiries and concerns in a professional and timely manner
- Facilitate trade execution and address client questions related to accounts, portfolios, and records
- De-escalate situations involving dissatisfied clients with patience, empathy, and a solutions-oriented approach
- Guide clients through troubleshooting, websi...