Sales Support Associate

Jobtailor; San Diego (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a detail-oriented Client Support Specialist to partner with relationship management and sales teams in San Diego. The role focuses on client onboarding, KYC processes, referrals, and ensuring compliance with banking policies.

You will manage due diligence, data integrity, and account openings while addressing service issues and maintaining strong client relationships. Spanish language is a plus.

Qualifications

• Requirements include proficient written and verbal communication and familiarity with bank products and policies for business/corporate clients.
• Strong client focus with direct client contact experience and excellent interpersonal and organizational skills.
• Ability to multitask and support various priorities while ensuring data integrity in onboarding and KYC processes.

Responsibilities

• Identify and support client needs in partnership with relationship management and sales support teams.
• Support client management teams with sales, referrals, KYC onboarding, and client retention.
• Support operational and risk components of client relationships.
• Manage due diligence processes and account opening.
• Ensure accurate and timely customer compliance with policies and regulations.
• Interact with clients to identify opportunities supporting team and market goals.
• Ensure client data integrity for onboarding, KYC, and risk/compliance systems.
• Serve as point of contact for account openings/closings and escalated issues.
• Connect clients with business partners to resolve service-related issues.
• Support Customer Due Diligence processes related to AML and KYC activities.
• Conduct research and analysis to compile sales leads and provide data to client teams.

Skills

Excellent communication

Client focus

Interpersonal skills

Organizational skills

Multitasking

Problem solving

Presentation skills

Education

High School Diploma

GED

Tools

Microsoft Office Suite

Job description

• Identify and support client needs and capabilities in partnership with relationship management and sales support teams
• Support client management teams with sales, referrals, Know Your Customer (KYC) onboarding, and client retention
• Support operational and risk components of client relationships
• Manage due diligence processes and account opening
• Ensure accurate and timely customer compliance with policies and regulations
• Interact with clients and client teams to identify opportunities supporting team and market goals
• Ensure client data integrity for onboarding, KYC, and operational risk/compliance systems
• Serve as point of contact for account openings/closings and escalated Contact Center issues
• Connect clients with business partners and support teams to resolve service-related issues
• Support Customer Due Diligence processes related to AML, money services businesses, high-risk indicators or industries, and KYC activities
• Conduct research and analysis to compile sales leads and provide data to client teams and partners

Requirements

• Proficient in Microsoft Office Suite
• Excellent written and verbal communication skills
• Familiarity with bank products, services operations, systems, policies and procedures for business/corporate clients
• Strong client focus and direct client contact experience
• Excellent interpersonal, communication, presentation, organization and computer skills
• Ability to multitask and simultaneously support various priorities
• High School Diploma / GED / Secondary School or equivalent
• FDIC restrictions apply to hiring individuals with certain specified criminal history
• Spanish language preferred
• 40 hours per week
• 1st shift (United States of America)

Core Competencies

Demonstrates expertise in client management, compliance, and operational risk while effectively supporting sales and onboarding processes. Proficient in maintaining data integrity and ensuring adherence to policies and regulations.

Highest-signal resume keywords

• Client Management
• KYC Onboarding
• Customer Due Diligence
• Microsoft Office Suite
• Spanish Language

Hard Skills

• KYC
• Due Diligence
• AML
• Data Integrity
• Bank Products
• Sales Support
• Compliance
• Operational Risk

Soft Skills

• Communication Skills
• Interpersonal Skills
• Organizational Skills
• Multitasking

Certifications & Qualifications

• High School Diploma
• GED

Industry Keywords

• Client Retention
• Account Opening
• Service-Related Issues
• Business Clients
• Policies and Procedures