Remote Banking Client Service Specialist

IT Accel, Inc.; Fairfield (NJ); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A financial services company located in New Jersey is seeking a Client Service Specialist for a 6-month contract to enhance client experiences in banking. This pivotal role requires proactive management of client relationships, including account opening and servicing, as well as operational coordination. Ideal candidates have 3-5 years of relevant banking experience, strong knowledge of treasury services, and excellent communication skills. This position allows for one day remote work, providing flexibility in a dynamic environment.

Qualifications

• 3-5 years of experience in a banking environment.
• Experience with CRM tools such as Salesforce is a plus.

Responsibilities

• Act as the primary point of contact for assigned banking clients.
• Manage the client relationship and open banking accounts.
• Respond to client requests and resolve account-related issues.

Skills

Familiarity with banking products

Proficiency with Microsoft Office

Excellent communication skills

Ability to handle multiple tasks

Knowledge of commercial account structures

Understanding of treasury services

Education

Bachelor’s degree

Tools

Salesforce

Job description

A financial services company located in New Jersey is seeking a Client Service Specialist for a 6-month contract to enhance client experiences in banking. This pivotal role requires proactive management of client relationships, including account opening and servicing, as well as operational coordination. Ideal candidates have 3-5 years of relevant banking experience, strong knowledge of treasury services, and excellent communication skills. This position allows for one day remote work, providing flexibility in a dynamic environment.