Strategic Operations Analyst (Irving, TX)

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Job description

Paladin Consulting is currently hiring a Strategic Operations Analyst to join our team working onsite at our client's office located in Irving, TX.

We work with companies that offer environments for our employees to contribute, learn, and advance their career. We treat you like you are part of the family.

Job Title: Strategic Operations Analyst

Work Location: Irving, TX

Duration: 6 month contract with option to extend or hire

Education/Experience Required: Bachelor degree

Job Description:

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide financial counseling services to clients. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. Ayco is committed to building a culturally diverse environment, and is proud to be an equal opportunity employer.

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

Skills & Qualifications :

Bachelor's Degree Preferred

1-3 years of prior work experience in a relevant field preferred

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

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 appropriat

For more information or to view other opportunities, visit us at

Paladin Consulting is an EEOC employer.

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