Client Services Specialist

Automatic Data Processing, Inc.; San Diego (CA); On-site; USD 35,000 - 43,000; Full time

Job summary

Automatic Data Processing, Inc. in San Diego, CA seeks a Client Services Specialist to provide entry-level administrative and client service support to Relationship Managers and the Client Service Officer team.

You’ll be the first contact for routine client requests and assist with account documentation. Responsibilities include answering calls, scheduling meetings, preparing confidential correspondence, maintaining customer credit files, assisting with new account processes, and ensuring forms

Qualifications

• Entry-level administrative and client service support to Relationship Managers and Client Service Officer team.
• Initial point of contact for routine client requests and helps collect and organize account documentation.
• Escalates non-routine items, documentation exceptions, or potential compliance concerns.

Responsibilities

• Answer telephone, direct calls, screen and relay messages for relationship managers.
• Schedule and coordinate calendar of appointments, including in-person and virtual meetings.
• Prepare correspondence, including confidential and sensitive information.
• Greet customers and visitors, provide information, and act as a bridge between relationship managers and internal departments.
• Support ongoing client relationships by following up on contacts and maintaining communications.
• Assist with preparing new account, loan, and account maintenance documentation by collecting information and routing items for review.
• Ensure forms are completed timely by following checklists and workflows for account opening, closing, and maintenance; escalate exceptions.
• Understand basic consumer and business deposit account types and convey disclosures; refer complex questions to Relationship Manager.
• Maintain and update customer credit files and assist with operational tasks like funding, statements, and checks.
• Support daily operational tasks such as credit inquiries and scanning, while handling special projects as needed.
• Maintain data in Credit-Management System and ensure timely receipt of financial statements.
• Assist with account review preparation by compiling statements and reports.
• Review overdraft or exception reports and escalate actions per procedures.
• Collect banking transaction requests from clients and route to appropriate department.
• Ensure compliance with Bank policies and applicable laws and regulations.

Skills

Customer service

Communication

Calendar management

Telephone handling

Documentation

Tools

Credit-Management System

Microsoft Office

Ticketing system

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Services Specialist

Full-time San Diego, San Diego, CA, US

4 days ago Requisition ID: 1390

Salary Range: $25.48 To $31.25 Hourly

Provides entry-level administrative and client service support to Relationship Managers and the Client Service Officer team. Serves as an initial point of contact for routine client requests, helps collect and organize account documentation, and assists with basic account servicing and operational tasks. Works under established procedures and escalates non-routine items, documentation exceptions, or potential compliance concerns to the appropriate team members.

Answers telephone, directs, screens calls, takes and relays messages for the relationship managers.

Manages, schedules, and coordinates the calendar of appointments including scheduling and set up in-person and virtual meetings.

Composes and prepares correspondence, including confidential and/or sensitive information.

Provides information to callers, greets customers and visitors.

Provides a bridge for effective communication between the relationship managers and internal departments.

Acts as a “barometer” on client needs and keeps the relationship managers updated.

Follows up on contacts made by the relationship managers and supports the ongoing relationships.

Assists with preparing new account, loan, and account maintenance documentation (e.g., tickets/forms) by collecting required information, checking for completeness, and routing items for review/approval per established procedures.

Helps ensure required forms are completed and submitted timely by following checklists and established workflows for account opening, closing, and maintenance; escalates missing items or exceptions for guidance.

Understands basic consumer and business deposit account types and supports the delivery of standard disclosures and materials as directed; refers product selection questions and complex servicing needs to the Relationship Manager/Client Service Officer team.

Maintains and updates customer credit files.

Assists with daily operational support such as credit inquires, pulling statements, copies of checks, scanning and photocopying and any other special projects when needed.

Maintains customer information in the Credit-Management System. Ensures financial statements are received and updated in a timely manner.

Assists with account review preparation by compiling statements, reports, and supporting documentation as requested.

Reviews daily overdraft or exception reports as assigned to identify items requiring follow-up and escalates per established procedures; documents actions taken as directed.

Collects banking transaction requests from clients, verifies the authenticity of the request and the sender, and forwards to the appropriate department for the completion of the transaction.

Assures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations.