Treasury Solutions Specialist: Client Onboarding

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

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.