Client Tax Associate I

Join our dynamic Client Operations team and be at the forefront of innovation in the banking industry. This role offers an exciting opportunity to engage with clients, address inquiries, and optimize service operations, all while contributing to our culture of excellence and efficiency.

As a Client Operations Associate I within our team, you will play a pivotal role in enhancing our client onboarding experience and providing comprehensive support across various products and platforms. You will address client inquiries, process transactions, and troubleshoot problems, identifying opportunities to refer services based on client needs. Your broad knowledge of client operations, strategic planning, anti-fraud awareness, and automation will be key in optimizing our service center operations. Your ability to influence and manage internal stakeholders will drive improvements and resolve short-term problems within established policies, making a meaningful impact within our department.

Job responsibilities

• Support the end-to-end client onboarding process, ensuring a seamless experience across various products and platforms.
• Address client inquiries and troubleshoot problems, utilizing your developing skills in strategic planning and anti-fraud awareness.
• Process transactions accurately and efficiently, adhering to established policies and procedures.
• Identify opportunities to refer services based on client needs, contributing to the continuous improvement of our service center operations.
• Collaborate with internal stakeholders to drive mutually beneficial outcomes, leveraging your skills in influence and internal stakeholder management.

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skills