Job Opportunity: Financial Operations Analyst
Location: Irving, TX
Pay Rate:$20-21.63/hour
ESSENTIAL DUTIES AND RESPONSIBILITIES
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
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
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
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/operations
Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
Keywords:
Education: Bachelor's Degree Preferred
Benefits Info
Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
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