Client Treasury Associate

Associa; Richardson (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Associa in Richardson, TX is seeking a Client Treasury Associate to support treasury management implementations for business clients. You will partner with the Business Development Manager to tailor solutions and ensure smooth onboarding and ongoing support.

The role emphasizes collaboration, strong analytical skills, and excellent communication to deliver tailored treasury services and maintain client satisfaction.

Qualifications

• Bachelor's degree in BBA or Finance or related field.
• Experience in banking or with partners of banking institutions is desirable.
• Strong analytical and communication abilities.

Responsibilities

• Collaborate with Business Development Manager on client proposals.
• Understand client treasury needs and develop tailored solutions.
• Coordinate with internal teams for onboarding and product implementation.
• Assist with money movement for approved client transactions after approvals.
• Prepare proposals and client-facing reports.
• Monitor account opening, product renewals, and timely completion of transactions.
• Generate financial reports on cash flow and liquidity.
• Support audits and provide data for analyses.
• Provide insights on partner bank products and stay updated on industry trends.

Skills

Analytical skills

Communication skills

Excel proficiency

Treasury knowledge

Teamwork

Education

Bachelor's degree in BBA or Finance

Job description

The Client Treasury Associate will support the implementation of treasury management solutions for business clients. This role involves collaborating with the Business Development Manager to understand client needs, developing tailored solutions, and ensuring smooth product implementation and ongoing support. This position reports to the Business Development Manager.

Job Duties and Responsibilities

Duties include but are not limited to:

• Collaborating with the Business Development Manager on client proposals.
• Conducting research on client needs and developing relationship review materials.
• Understanding clients' treasury structures and objectives.
• Coordinating with internal teams to ensure successful client onboarding and product implementation.
• Assisting with initiating money movement for approved client transactions and product purchases after obtaining the necessary approvals.
• Assisting with the preparation of proposals, financial reviews, and other client-facing reports.
• Monitoring bank account opening, maturing of products, renewal and/or closing of accounts/products and communicating next steps to the appropriate resource so that the transaction can be completed efficiently and timely.
• Generating and analyzing financial reports related to cash flow, liquidity, and other treasury functions.
• Supporting audit requests and providing data for other forms of analysis.
• Assisting with the sales process as noted above, as well as providing insight into current partner bank products.
• Stay up to date on current financial events that may affect partner bank product offerings.
• Participating in special projects related to treasury and center functions.
• Developing and maintaining treasury department resources.
• Staying up to date on industry trends and best practices.

Education and Experience

• Previous directly related or closely related experience is desired.
• Experience in banking or with partners of banking institutions is desired.
• Bachelors degree in BBA or Finance.

Knowledge and Skills

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Knowledge of treasury management principles and practices.
• Ability to work independently and as part of a team.
• Strong organizational and time-management skills.
• Attention to detail and accuracy.

Company Description

With more than 300 branch offices across North America, Associa is building the future of community for more than 7.5 million residents worldwide. Our 15,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 45 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com .

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