Client Services Specialist

Client Services Specialist

We are currently seeking a Client Services Specialist to be based in our Santa Clara or Pasadena office. The Client Services Specialist will be responsible for daily operations, administration of accounts and client support for our specialized commercial client units. This team supports clients in the fields of Fund Finance, Clean Energy, Technology, Life Sciences, and Cross-Border clients of different industries. Experience and interest in working with a diverse population of clients with varied and complex needs is an important consideration. They will work with and provide support to the team's Relationship Managers and Portfolio Managers to open depository accounts and process client transactions and requests. Build relationship with customer to enhance customer experience.

Following is a summary of the essential functions of this job. Other duties may be assigned and performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Respond to client inquiries and requests for information through phone and e-mail. Be the point of contact for clients to address questions and diagnose clients' service needs.
• Assist with new account opening, collect, and verifies documentation in compliance with industry regulations, bank procedures and controls. Coordinate with other business units throughout onboarding process.
• Provide account maintenance, including daily operational tasks and transactions, service request and execute timely delivery of administrative duties required for maintenance of the portfolio of clients.
• Research client accounts' using KYC to understand client's transactions and work with BSA / Compliance on approval as needed.
• Demonstrate an in-depth understanding of product and services, and coordinate with internal departments to assist clients with problem solving requests as needed.
• Provide support for the set up and execution of cash management services with the GT team and other related Bank products with the client.
• Gathers and format data into regular and ad-hoc reports and dashboards.
• Perform other duties and special projects as needed.

The minimum requirements listed below are representative of the required knowledge, skills and / or abilities.

The base pay range for this position is USD $25.00 / Hr. - USD $34.00 / Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.