Remote Client Service Associate Lead

Webster Bank group; New York (NY); On-site; USD 71,000 - 96,000; Full time

Job summary

Webster Bank is seeking a Senior Associate, Client Service Associate (CSA) to lead client service interactions and coordinate work between clients and internal teams. You will service a portfolio under guidance from relationship managers and support various banking requests to ensure a smooth client experience.

The role emphasizes strong communication, multitasking, and a client-first approach, with a requirement for 3+ years in financial services and a HS diploma; Salesforce and Microsoft

Qualifications

• HS Diploma or GED required; BA/BS preferred.
• 3+ years in the financial industry or related field.
• Knowledge of bank products, policies, and regulations.
• Excellent communication and interpersonal skills; team orientation.

Responsibilities

• Provide clients with account statements, balance inquiries, and tax forms.
• Assist with account opening, analysis, and onboarding in coordination with RM.
• Handle wires, transfers, fee reversals, and periodic reporting.
• Maintain relationships and support senior staff with client service tasks.

Skills

Interpersonal skills

Team oriented

Service oriented

Strong verbal and writtencommunication

Microsoft Office

Salesforce

Multitasking

Time management

Education

HS Diploma or GED

Bachelor’s Degree preferred

Tools

Microsoft Office

Salesforce

Job description

Webster Bank is seeking a Senior Associate, Client Service Associate (CSA) to lead client service interactions and coordinate work between clients and internal teams. You will service a portfolio under guidance from relationship managers and support various banking requests to ensure a smooth client experience.

The role emphasizes strong communication, multitasking, and a client-first approach, with a requirement for 3+ years in financial services and a HS diploma; Salesforce and Microsoft