U.S. Private Bank – Digital Client Service Associate
On-site · Tempe, Arizona, United States
Tempe, Arizona, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Digital Client Service Associate within the Private Bank team serves as the primary online client contact, delivering flawless execution on client requests, coordinating with bankers and operations, and protecting assets from potential fraud. Requires tech interest, strong communication, MS Office proficiency, and 3+ years in client-facing financial services roles. Works in a team environment to deliver an integrated online client experience and execute client transactions.
Required Qualifications
- Interest in technology
- Excellent communication skills (verbal and written)
- Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
- 3+ years of experience in similar roles
- Strong problem solving acumen
- Prior experience in financial services (preferred)
- College degree or equivalent financial service experience
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