Job Description

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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