Northpointe Staffing Professionals · 4 weeks ago
Finance - Entry Level - Asset Wealth Management- Operations - Client Support - Analyst
Cohoes, NY
Full-time
Onsite
New Grad, Entry Level
$20/hr - $21/hrNorthpointe Staffing Professionals is seeking an Entry Level Analyst for their Asset Wealth Management Operations team. The role involves providing client support, facilitating trade execution, and collaborating with financial advisors to enhance client experience while adhering to company policies and procedures.
Staffing & Recruiting
Responsibilities
Take customer calls and provide accurate, satisfactory answers to their queries and concerns
Facilitate trade execution, 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
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
Interface with teams and businesses resolve on-going issues and answer specific policy questions
Provide support and work on special projects as requested
Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate
Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
Qualification
Required
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 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 ability to exercise discretion with respect to highly confidential/sensitive information
Company
Northpointe Staffing Professionals
Located in Hoboken NJ, Northpointe Staffing Professionals is an affiliate of Asset Staffing and is a leading provider of financial, administrative and professional support throughout New Jersey.
Founded in 1992
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase