CareerPlan

ALYST, Generalist, Client Services, SME Banking, Institutional Banking Group

Taipei, TWFull-time2026-11-10

Core

Deliver high-quality client service and support to SME Banking clients, addressing inquiries related to account management, transactions, and digital banking platforms.

Role type

Client Services Generalist (SME Banking)

Builds

Account relationship management and client lifecycle maintenance for SME Banking clients

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Client service, problem-solving, multi-tasking, documentation, CRM systems

Responsibilities

Address client inquiries regarding account management and transactions; Collaborate with Relationship Managers for client onboarding; Investigate and resolve client issues and complaints; Identify process gaps for continuous improvement; Maintain accurate documentation of client interactions.