Client Service Associate

Job Summary

Managing client relationships, the full-time Client Service Associate will facilitate various requests, provide account information, and ensure a smooth client experience while working remotely.

Key responsibilities

• Execute client requests including account statements, balance inquiries, and fraud reporting
• Assist with account maintenance, onboarding, and coordination with relationship managers
• Provide online banking assistance and manage money movement tasks such as wires and transfers

Required qualifications

• High School diploma or GED required; Bachelor's degree preferred
• At least 3 years of experience in the financial industry
• Knowledge of financial legislation and bank products/services
• Proficiency in Microsoft Office; Salesforce experience preferred
• Strong organizational and time management skills