Job Description

Summary

:

The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients.


Essential Duties and Responsibilities:

  • Open new accounts and ensure complete, accurate documentation is obtained from clients

  • Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements

  • Image and index all deposit and client documentation to ensure proper rec...

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