Client Services Associate

Title: Client Services Associate

Location:  New York NY
Position Type: Full Time

Compensation
Pay Range:$95,000 Per Year

Job Description:
This full-time position is based in New York, NY, and requires onsite presence. 
The role involves providing exceptional banking services to clients, ensuring accurate documentation and facilitating financial transactions. 
The position requires strong communication skills and proficiency in generic technology applications.

Key Responsibilities
Gather and process information on potential customers for compliance review.
Ensure accurate documentation and obtain necessary customer signatures for account setup.
Respond to customer inquiries related to accounts, products, and transactions.
Coordinate with internal teams to resolve customer service issues efficiently.
Support facility-related inquiries and coordinate necessary actions.

Qualifications
Knowledge of banking systems and processes.
Experience with compliance and account opening documentation.
Proficiency in generic office software applications.
Strong communication and interpersonal skills.
Ability to multitask and maintain confidentiality in a fast-paced environment.

Contact Information
Prodyut Shill,

Onboarding Expectations
Learn more about our Onboarding Process here _NFYjyY4

EEO Statement
Learn more about our EEO policy here

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