Client Services Onboarding Specialist I

893

Carmel Valley, CA, US
Base: $63,145.00 - $78,000.00 annually; bonus/equi...
Not specified
Treasury management service experience
General banking operations knowledge
Microsoft office suite proficiency
The Client Services Onboarding Specialist I position at Western Alliance Bank involves delivering exceptional service to clients within the Juris Banking Division, focusing on onboarding and account management. The role requires at least one year of experience in finance or a related field and offers opportunities for career growth and valuable industry knowledge

Job Summary

  • The role serves as the primary point of contact for law firms and fiduciary clients to manage account openings and product implementations.
  • Candidates must maintain strict service level agreements while managing risk and adhering to all regulatory compliance standards.
  • The position offers competitive salaries, an ownership stake in the company, and comprehensive benefits including medical insurance and 401k matching.

Matching Summary

Match Score: 75

The Client Services Onboarding Specialist I position at Western Alliance Bank involves delivering exceptional service to clients within the Juris Banking Division, focusing on onboarding and account management. The role requires at least one year of experience in finance or a related field and offers opportunities for career growth and valuable industry knowledge.

Salary

Base: $63,145.00 - $78,000.00 annually; Bonus/Equity: Eligible for annual bonus/incentives; Benefits: Competitive salaries, ownership stake, medical/dental, 401k match, tuition assistance

Skills & Requirements

Must-have

  • Treasury Management Service experience
  • General banking operations knowledge
  • Microsoft Office suite proficiency
  • Regulatory compliance adherence
  • CRM platform documentation skills

Nice-to-have

  • Process improvement initiative support
  • Revenue and retention identification
  • Intermediate communication skills
  • Team collaboration abilities
  • Risk mitigation education capabilities

Key Requirements

  • 1+ years related experience in Treasury Management or Finance
  • High school diploma required; Bachelor's degree preferred
  • Entry-level knowledge of deposit operations and loan administration

Work Rights

Not specified

Tailored Resume

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