Client Service Associate
Core
Process money movement of client funds, securities transactions, and support client onboarding and account opening.
Role type
Client Service Associate (Cashiering & Operations)
Builds
Client accounts and fund disbursements
Domain
Financial Services / Banking
Required skills
Cashiering, Securities transaction processing, Client onboarding, Document management, Audit support, Administrative support
Preferred skills
Cross-training, Inventory management
Technologies
None stated
Responsibilities
Process money movement of funds, disbursements, and check delivery; Process securities transactions including order transmission and corrections; Assist with opening client accounts and complete required forms; Maintain documentation for cashiering compliance; Support branch management with audit preparation; Sort, screen, and distribute mail; Receive and direct visitors and telephone calls.
Seniority
Entry-level, Generalist