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This is an exciting opportunity to build and grow your career in the financial services industry and experience a high performing, team-oriented environment. As a multi-tasker with a keen eye for detail, you will deliver value by providing a personalized experience for our clients in the financial centers and get to know them and understand their life priorities as you provide their financial services. You will be responsible for processing banking transactions while ensuring data accuracy and actively supporting cross-selling efforts by identifying client needs and suggesting solutions through introductions.
As a Client Service Associate, you will also perform a variety of client service functions associated with supporting the strategic initiatives of the Financial Center to enable business development, revenue growth, client retention and growth and sales delivery enhancements.
Client Transactions and Cash Control
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