Client Onboarding & Servicing Specialist

Valley National Bank; Phoenix (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

A financial institution in Phoenix, Arizona, is seeking a professional to assist in client onboarding and provide administrative support. The role involves collaborating with various teams to manage documentation workflows, perform quality control checks, and ensure compliance with regulatory standards. You will track service requests, help clients transition to digital tools, and assist with compliance materials. Skills in coordination and support are highly valued.

Responsibilities

• Partner with RMs to ensure seamless client onboarding and provide admin support.
• Support pre- and post-closing documentation workflows for credit and treasury products.
• Perform quality control checks on client data and documentation.
• Work with Operations and Compliance to meet regulatory standards.
• Facilitate servicing tasks with Middle Office and/or Customer Service.
• Track service requests with middle office and ensure timely follow-up.
• Assist in training clients on digital tools and provide support.

Job description

A financial institution in Phoenix, Arizona, is seeking a professional to assist in client onboarding and provide administrative support. The role involves collaborating with various teams to manage documentation workflows, perform quality control checks, and ensure compliance with regulatory standards. You will track service requests, help clients transition to digital tools, and assist with compliance materials. Skills in coordination and support are highly valued.