Client Service Associate - Client Onboarding and Service

Are you ready to make a real impact at one of the world’s leading financial institutions? Join a collaborative team where your passion for client service and innovation is valued. Here, you will develop your skills, build meaningful relationships, and help drive business growth. We offer an environment that encourages continuous learning and empowers you to exceed client expectations. Take the next step in your career with us.

As a Client Service Associate in our Commercial and Investment Banking team, you play a vital role in ensuring client satisfaction and business success. You will be the primary point of contact for your client portfolio, building strong relationships and delivering solutions that matter. You will work closely with colleagues across the business, contribute to process improvements, and help us deliver best-in-class service. Your work will have a direct impact on our clients and our firm.

Job responsibilities:

• Build and maintain strong relationships with clients, serving as their primary point of contact
• Resolve client issues by identifying root causes and taking ownership from initiation to resolution
• Collaborate with internal teams to deliver optimal service and solutions
• Communicate clearly and professionally with clients and colleagues, both verbally and in writing
• Prioritize and manage daily workload to maximize productivity and meet deadlines
• Apply knowledge of banking products and services to address client needs and add value
• Identify and control risks, ensuring compliance with policies and procedures
• Proactively seek opportunities for process and service improvements
• Demonstrate a growth mindset by embracing continuous learning and feedback
• Uphold a high standard of professionalism and client advocacy in all interactions

Required qualifications, capabilities, and skills:

• Bachelor’s degree or equivalent experience in client service, operations, sales, portfolio management, or financial services
• Minimum of 3 years of experience in a client-facing or relationship management role
• Excellent verbal and written communication skills, with the ability to tailor messages to diverse audiences
• Strong organizational and time management skills, with the ability to multitask and work under pressure
• Demonstrated analytical and problem-solving abilities
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Ability to collaborate effectively with internal and external stakeholders
• High level of risk awareness and adherence to compliance standards. Proven ability to drive process improvements and contribute ideas for service enhancements.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

Preferred qualifications, capabilities, and skills:

• Experience in banking or financial services industry
• Knowledge of legal documentation, contracts, and complex account products
• Ability to use data to create metrics and reporting
• Strong presentation and negotiation skills
• Experience supporting international clients or working with global teams
• Familiarity with commercial treasury management products and services
• Demonstrated ability to influence outcomes and lead initiatives