Client Support Analyst
Location: Cohoes, NY
Duration: 6-Month Contract
Pay Rate: $26/hr
Position Summary
We are seeking a detail-oriented and client-focused Operations Client Support Analyst to join a dynamic team. This role is responsible for delivering exceptional client service, supporting operational processes, and partnering with internal teams to ensure efficient handling of client accounts, transactions, and requests.
The ideal candidate thrives in a fast-paced environment, possesses strong communication and analytical skills, and is passionate about providing high-quality client support while maintaining operational accuracy and compliance.
Key Responsibilities
- Handle client inquiries and provide timely, accurate support regarding accounts, portfolios, and transactions
- Facilitate trade execution and assist with operational processing activities
- Review and approve client requests to ensure proper authorization and compliance with policies and procedures
- De-escalate client concerns professionally and deliver effective resolutions
- Collaborate with financial advisors and internal teams to enhance the client experience
- Work across multiple systems and platforms to process and manage operational tasks
- Identify unusual or suspicious activity and escalate issues as appropriate
- Support ongoing projects, reporting, and team initiatives as needed
- Maintain adherence to quality, compliance, information security, and operational standards