Massachusetts Green Jobs

Description We are seeking a Client Service Associate to join our team. Located in Canton, Massachusetts, this role offers a contract to permanent employment opportunity in the banking industry. The successful candidate will be responsible for handling client service requests, executing transactions, and assisting in various administrative tasks.

Responsibilities:

• Handle client service requests and work proactively to resolve client issues in a timely manner

• Complete administrative duties such as managing the client service hotline, email inbox, and processing forms

• Execute daily transactions including deposits, withdrawals, and transfers

• Collaborate with clients to prepare documentation for both Domestic and International wire transfers

• Assist in preparing materials for client meetings and presentations

• Support the lending application process and contribute to credit and loan processing functions

• Identify cross-sell opportunities to enhance and maintain client portfolios

• Work with clients to ensure proper account opening procedures, documentation, and timely completion of account opening packages

• Adhere to compliance requirements related to account opening, documentation, positioning, and notifications

• Manage online banking platforms and complete monthly banking tasks

• Contribute to the team's marketing strategy and coordinate client events

• Ensure compliance with all financial policies, procedures, and regulatory requirements. Requirements • Job title: Client Service Associate

• Minimum of 2 years of experience in a similar role or related field

• Proficiency in answering inbound calls, demonstrating excellent phone etiquette and communication skills

• Exceptional customer service skills, with a strong ability to resolve client issues efficiently and effectively

• Experience in Monthly Balance Sheet Reconciliation, showcasing strong attention to detail and analytical skills

• Familiarity with Monthly Bank procedures, demonstrating a solid understanding of financial systems and procedures

• Proficiency in maintaining and managing Monthly Balance Sheets, displaying strong organizational skills

• Experience in Monthly Bank Reconciliation, demonstrating a high level of accuracy and reliability in handling financial data

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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