Senior Associate, Client Service Onboarding
Core
Manage end-to-end implementation of Treasury Management products for commercial clients, acting as the primary point of contact for new client/product setups.
Role type
Senior Associate, Client Service Onboarding
Builds
Treasury Management product implementations and client onboarding experiences
Domain
Financial Services / Treasury Management
Deliverable
client delivery
Required skills
Project management, client onboarding, Treasury Management product knowledge, stakeholder coordination, training facilitation, problem-solving
Preferred skills
Bachelor's degree, Military experience, 3+ years in customer service/BPM/PM, 3+ years in Treasury Management
Technologies
Microsoft Office, Google Suite
Responsibilities
Define and manage implementation activities for new clients; coordinate internal and external stakeholders; execute testing activities; lead client training; resolve client issues and advocate for client needs; research client industry and banking needs.
Seniority
Senior, hands-on IC
