Job Description

Job Title: Client Support Analyst

Location: Irving, TX

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.

Required 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 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