Operations - Client Support - Analyst

Job Title: AWM - Operations - Client Support - Analyst Work Location: 100 Coliseum Drive, Cohoes, NY Contract Duration: 6 Months Job Summary Operations is a dynamic, multi-faceted division that partners across the firm to deliver high-quality financial counseling services to clients. The team also provides critical risk management and control functions to safeguard and enhance the firm's assets and reputation. Ayco is committed to fostering a culturally diverse and inclusive workplace and is proud to be an equal opportunity employer.Key Responsibilities Handle inbound client calls and provide accurate, timely, and satisfactory responses to inquiries and concerns Facilitate trade execution and address client questions related to accounts, portfolios, and records De-escalate dissatisfied client situations with patience, professionalism, and effective problem resolution Guide clients through troubleshooting steps, website navigation, and product/service usage Collaborate with client service professionals and financial advisors to enhance the overall client experience Review and approve pending client requests, ensuring appropriate authorizations and supporting documentation are compliant with policy requirements Coordinate and process team-specific tasks as requested by the business Work efficiently across multiple systems and platforms Interface with internal teams and business partners to resolve ongoing issues and respond to policy-related inquiries Provide operational support and assist with special projects as assigned Apply sound business judgment to identify unusual or suspicious activities and escalate concerns appropriately Adhere to all firm policies and procedures, including quality standards, client service guidelines, information security, and compliance requirements Qualifications & Requirements Bachelor's degree required Working knowledge of Microsoft Office (Excel, PowerPoint, Word, Outlook) Highly organized with exceptional attention to detail and follow-through Strong ability to manage multiple priorities and competing deadlines Proven analytical and problem-solving skills Team-oriented with a positive attitude and strong work ethic Ability to collaborate effectively with all levels of the organization Flexible and capable of performing well under pressure in a team environment Excellent written and verbal communication skills Strong active listening abilities Exceptional interpersonal and rapport-building skills Ability to thrive in a fast-paced environment Strong interest in client service Commercially savvy with the ability to exercise discretion when handling highly confidential and sensitive information

Created: 2026-03-10