IMCS Group · 1 month ago
CW Analyst_USA_USD
Cohoes, NY
Full-time
Onsite
New Grad, Entry LevelIMCS Group is a company that provides financial counseling services and essential risk management. They are seeking an AWM - Operations - Client Support - Analyst to handle customer inquiries, facilitate trade execution, and improve client experience through collaboration with other professionals.
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
IMCS Group
IMCS Group is an IT, Healthcare, and Professional Staffing Company that helps Enterprises optimize the business value of their Staffing investments and enables them to achieve world-class business performance.
Founded in 2002
201-500 employees
H1B Sponsorship
IMCS Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (16)
2023 (33)
2022 (32)
2021 (47)
2020 (82)
Funding
Current Stage
Growth StageLeadership Team
Satish G Kumar
Founder and CEO
Kathleen Thompson
Diretor Client Partnership
Company data provided by crunchbase