NDG Senior Account Management Specialist
$125,000–$255,000 year
Remote · California, United States
Job Summary
Senior NDG Account Management Specialist serves as a primary client-operational contact, delivering timely, accurate support and handling complex account activities from openings and onboarding through maintenance, signer updates, and CD renewals. Responsibilities include validating client documentation for CIP and Beneficial Ownership compliance, collaborating with Account Managers and cross-functional teams to resolve issues, identifying risks, and driving process improvements to enhance the client experience. The role requires strong ownership, sound judgment, and the ability to thrive in a fast-paced, evolving environment. The position supports remote work with opportunities to coordinate in-office as needed and involves participating in client calls and events, contributing to continuous improvement initiatives, and providing Tier 1 coverage for routine requests. Preferred qualifications include experience in commercial banking (HOA, Escrow, NIL servicing) and an associate or bachelor’s degree.
Required Qualifications
- High School Diploma or GED
- Minimum of 3 years of experience in banking, financial services, or a related client service environment
Desired Qualifications
- Associate or bachelor’s degree
- Strong written and verbal communication skills
- Experience in commercial banking, HOA, Escrow, or NIL servicing
- Proven ability to manage complex servicing scenarios and client interactions
- Exempt status understanding
- Remote work capability and collaboration
- Process improvement mindset
- Risk mitigation and issue resolution
- Account openings and onboarding
- CIP and Beneficial Ownership compliance
- Client relationship management
- Cross-functional collaboration
- Tier 1 support experience
- Document review and compliance checking
- Operational excellence
- Financial services client servicing
- Account maintenance and servicing
- Vendor and third-party coordination
- Strong judgment and ownership
- Project participation and cross-training
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