Senior Associate, Client Services

A company is looking for a Senior Associate, CSA-3.

Key Responsibilities

Provide clients with account statements, balance inquiries, and various banking documents

Facilitate account maintenance, onboarding, and money movement tasks

Coordinate with relationship managers to meet client needs and ensure efficient service delivery

Required Qualifications, Training, and Education

At least 4 years of experience in the financial industry

High School diploma or GED required; advanced degrees preferred

Knowledge of financial industry legislation and bank products / services

Experience with Microsoft Office; SalesForce experience preferred

Exceptional organizational and time management skills