Client Services & Operations Specialist
Indexed description
Leader Bank Client Services & Operations Specialist An Hour AgoSaved Hybrid Arlington, MA, USA 70K-75K Annually Junior 70K-75K Annually JuniorFintech • Insurance • Payments • Social Impact • Financial ServicesProvide client-facing support for business banking clients and Relationship Managers while executing back-office account administration, reconciliations, reporting, data maintenance, and process improvements. Coordinate onboarding, resolve client inquiries, monitor exception reports, prepare audit documentation, and collaborate with cross-functional teams to enhance operational efficiency and controls.Top Skills: ExcelMS OfficeSQL
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