Job Description

STRATEGIC STAFFING SOLUTIONS HAS AN OPENING!

This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below.

“Beware of scams. S3 never asks for money during its onboarding process.”

Job Title: Asset & Wealth Management Analyst

Contract Length: 6+ Month contract

Location: Irving TX 75062

On Site Work

Job ref# 245052

Will support financial counseling services while ensuring strong risk management, operational controls, and an exceptional client experience. This role serves as a key liaison between clients, financial advisors, and internal teams to resolve complex issues, process client requests, and uphold compliance standards.

The ideal candidate thrives in a fast-paced environment, demonstrates strong analytical ability, and maintains the highest level of professionalism when handling sensitive financial information.

Key Responsibilities

• Respond to client inquiries via phone and provide accurate, timely resolutions to questions and concerns.
• Facilitate payment-related functions and address inquiries regarding accounts, portfolios, and financial records.
• De-escalate client issues with professionalism, patience, and solution-oriented support.
• Guide clients through troubleshooting processes, including website navigation and service usage.
• Collaborate with client service professionals and financial advisors to enhance the overall client experience.
• Review and approve pending client requests, ensuring proper authorization and supporting documentation meet policy requirements.
• Utilize proprietary and external systems to evaluate complex situations and apply critical thinking to decision-making.
• Interface with cross-functional teams to resolve ongoing issues and clarify policy-related questions.
• Support special projects and operational initiatives as assigned.
• Maintain strict adherence to company policies related to quality, client service, information security, and regulatory compliance.
• Identify unusual or suspicious activity and escalate concerns appropriately.
• Cross-train in additional operational functions to support evolving business needs.

Required Qualifications

• Bachelor’s degree required.
• 1–3 years of relevant professional experience in operations, client services, financial services, or a related field.
• Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
• Strong analytical and problem-solving skills.
• Exceptional organizational skills with high attention to detail.
• Ability to manage multiple priorities and deadlines effectively.

Core Competencies

• Excellent written and verbal communication skills.
• Strong active listening and interpersonal abilities.
• Proven ability to work collaboratively across all organizational levels.
• Positive attitude with a strong work ethic and team-first mindset.
• High level of discretion when handling confidential information.
• Commercial awareness with sound business judgment.
• Flexible and composed under pressure in a fast-paced environment.