Operations Analyst

Name: Operations Analyst
Location: Irving, TX
Duration: 6 Months
Pay Rate:

Description:

Take customer calls and provide accurate, satisfactory answers to their queries and concerns
Facilitate payment function, 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
Willingness to cross train in other operational functions beyond day-to-day assignment
Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements
Process team specific tasks as requested by the business.
Utilize proprietary and external systems to evaluate complex issues and make critical thinking decisions
Interface with teams and businesses resolve on-going issues and answer specific policy questions
Provide support and work on special projects as requested

Skills: QUALIFICATIONS/REQUIREMENTS

• 1-3 years of prior work experience in a relevant field.
• Proficient to advanced skills with 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
• Exceptional interpersonal and rapport building skills
• Ability to work in a fast-paced environment
• Strong interest in client service/operations
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information

Analyst must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate

Education: Bachelor's Degree Preferred

Job ID: JOB-238246
Publish Date: 04 Oct 2024