Role OverviewThe IPB Client Services Associate will be responsible for interfacing with clients and prospective clients to build productive relationships and provide outstanding administrative support and service.
What You Will Do
Provide superior service to clients, handle online banking account openings, enter and maintain client information, and perform various administrative tasks.
Why It Might Be a Fit
You will be a good fit if you have a client service oriented mindset, strong communication skills, and experience in client services roles in financial services.
Requirements
- Client service oriented with a high level of professional and personal integrity
- Understanding of banking principles
- Strong written and verbal communication skills in English and Spanish
- Competency in Microsoft Office applications
- Proficient PC skills
- Detail oriented with excellent problem-solving skills
- Ability to prioritize, multi-task, organize, and execute complex assignments to completion
- High School Diploma or GED
- Minimum of 3 years in client services role in financial services
- Fluency in English and Spanish
- Portuguese and Hebrew are a plus preferred
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