{"schemaVersion":"jobsearcher.job.v1","id":"f89ea5b211c03d6fa187e929","url":"https://jobsearcher.com/jobs/f89ea5b211c03d6fa187e929","canonicalUrl":"https://jobsearcher.com/jobs/f89ea5b211c03d6fa187e929","title":"Operations Analyst","description":"Job Title: AWM – Operations – Ayco Strategic – Analyst\n\nLocation: Irving , TX\n\nContract Duration: 6 Months (with optional 6-month extension)\n\nPay Rate: $21.63 per hour\n\nJob Summary\nThe Operations division plays a critical role in supporting client services and ensuring strong risk management and operational controls across the firm. This position focuses on delivering high-quality financial counseling support and operational assistance to clients.\n\nThe Analyst will interact with clients, support account and payment inquiries, and collaborate with internal teams to enhance the overall client experience while maintaining compliance with firm policies and procedures. The role requires strong analytical skills, attention to detail, and the ability to operate in a fast-paced environment.\n\nKey Responsibilities\n\nHandle customer calls and provide accurate and satisfactory responses to client queries and concerns.\n\nFacilitate payment functions and address client questions related to accounts, portfolios, and financial records.\n\nDe-escalate client issues and provide patient and professional assistance to resolve concerns.\n\nGuide clients through troubleshooting steps, navigating company platforms, or utilizing products and services.\n\nCollaborate with client services teams and financial advisors to enhance the client experience.\n\nParticipate in cross-training initiatives to support additional operational functions as needed.\n\nReview and approve pending client requests to ensure proper authorization and supporting documentation in line with company policies.\n\nProcess team-specific operational tasks assigned by the business.\n\nUtilize internal and external systems to analyze complex situations and make informed decisions.\n\nWork closely with internal teams to resolve ongoing operational issues and address policy-related inquiries.\n\nProvide operational support and contribute to special projects when required.\n\nQualifications\n\n1–3 years of relevant professional experience in operations, financial services, customer service, or related fields.\n\nProficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).\n\nHighly organized with strong attention to detail and follow-through.\n\nAbility to manage multiple tasks and competing deadlines effectively.\n\nStrong analytical and problem-solving skills.\n\nPositive attitude with strong teamwork and work ethic.\n\nExcellent written and verbal communication skills.\n\nStrong active listening and interpersonal skills.\n\nAbility to work efficiently in a fast-paced, team-oriented environment.\n\nStrong interest in client service and operational support functions.\n\nAbility to handle confidential or sensitive information with discretion.\n\n#J-18808-Ljbffr","company":"Russell Tobin","rawCompany":"russell tobin","city":"Irving","state":"TX","isRemote":false,"isActive":true,"createdAt":"2026-06-20T04:44:24.050Z","occupations":[{"code":"13-1199.00","title":"Business Operations Specialists, All Other","slug":"business-operations-specialists-all-other"},{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"},{"code":"13-1111.00","title":"Management Analysts","slug":"management-analysts"}],"industries":[{"code":"561320","title":"Temporary Help Services","slug":"temporary-help-services"},{"code":"522390","title":"Other Activities Related to Credit Intermediation","slug":"other-activities-related-to-credit-intermediation"},{"code":"541618","title":"Other Management Consulting Services","slug":"other-management-consulting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Operations Analyst","description":"Job Title: AWM – Operations – Ayco Strategic – Analyst\n\nLocation: Irving , TX\n\nContract Duration: 6 Months (with optional 6-month extension)\n\nPay Rate: $21.63 per hour\n\nJob Summary\nThe Operations division plays a critical role in supporting client services and ensuring strong risk management and operational controls across the firm. This position focuses on delivering high-quality financial counseling support and operational assistance to clients.\n\nThe Analyst will interact with clients, support account and payment inquiries, and collaborate with internal teams to enhance the overall client experience while maintaining compliance with firm policies and procedures. The role requires strong analytical skills, attention to detail, and the ability to operate in a fast-paced environment.\n\nKey Responsibilities\n\nHandle customer calls and provide accurate and satisfactory responses to client queries and concerns.\n\nFacilitate payment functions and address client questions related to accounts, portfolios, and financial records.\n\nDe-escalate client issues and provide patient and professional assistance to resolve concerns.\n\nGuide clients through troubleshooting steps, navigating company platforms, or utilizing products and services.\n\nCollaborate with client services teams and financial advisors to enhance the client experience.\n\nParticipate in cross-training initiatives to support additional operational functions as needed.\n\nReview and approve pending client requests to ensure proper authorization and supporting documentation in line with company policies.\n\nProcess team-specific operational tasks assigned by the business.\n\nUtilize internal and external systems to analyze complex situations and make informed decisions.\n\nWork closely with internal teams to resolve ongoing operational issues and address policy-related inquiries.\n\nProvide operational support and contribute to special projects when required.\n\nQualifications\n\n1–3 years of relevant professional experience in operations, financial services, customer service, or related fields.\n\nProficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).\n\nHighly organized with strong attention to detail and follow-through.\n\nAbility to manage multiple tasks and competing deadlines effectively.\n\nStrong analytical and problem-solving skills.\n\nPositive attitude with strong teamwork and work ethic.\n\nExcellent written and verbal communication skills.\n\nStrong active listening and interpersonal skills.\n\nAbility to work efficiently in a fast-paced, team-oriented environment.\n\nStrong interest in client service and operational support functions.\n\nAbility to handle confidential or sensitive information with discretion.\n\n#J-18808-Ljbffr","datePosted":"2026-06-20T04:44:24.050Z","dateModified":"2026-06-20T04:44:24.050Z","hiringOrganization":{"@type":"Organization","name":"Russell Tobin","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Irving","addressRegion":"TX","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"f89ea5b211c03d6fa187e929"},"url":"https://jobsearcher.com/jobs/f89ea5b211c03d6fa187e929"}}