Job Description

Client Services Associate – Mortgage Operations (Entry Level)

Position Overview

We are seeking a detail-oriented Client Services Associate to support mortgage document custody operations. In this role, you will serve as a key point of contact for external clients and internal partners, assisting with account management, reporting, and day-to-day client support.

This is an excellent opportunity for someone looking to build a career in financial services, banking operations, or client relationship management.

Key Responsibilities

Client Support & Communication

  • Serve as a primary contact for client inquiries via phone and email
  • Provide clear explanations of reports, file statuses, and account activity
  • Maintain strong, professional relationships with clients and internal stakeholders

    • Account Administration

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