Senior Client Services Associate - RJ Bank
Core
Senior associate supporting operational efficiency, client account management, and team training within a financial services department.
Role type
Senior Client Services Associate
Builds
Operational workflows, client account records, and department training materials
Domain
Financial Services / Banking
Required skills
Advanced customer operations, financial industry knowledge, advanced accounting concepts, advanced investment concepts, numerical aptitude, critical thinking, detail orientation, cross-functional partnership
Preferred skills
Ability to navigate stressful situations, interpret and apply policies, organize multiple detailed tasks
Technologies
Standard office equipment, required software applications
Responsibilities
Monitor team workflows, open new deposit accounts, facilitate training of associates, resolve client problems, maintain client documentation, prepare reports and spreadsheets, assist with regulatory compliance
Seniority
Senior, hands-on IC