Client Delivery Associate

Role overview

Responsibilities

• Resolve client tickets and service requests promptly and according to client expectations.
• Apply interest adjustments within assigned limits when applicable and track collection of client service fees.
• Analyze client feedback, market trends, and competitive intelligence to inform planning and service improvements.
• Identify process improvements and contribute to operational program planning and implementation.
• Participate in audits and client issue resolution; correct issues, address irregularities, and escalate according to guidelines.
• Implement service strategies aligned with client business objectives and present management reports on trends, opportunities, risks, and recommendations.
• Ensure interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
• Apply sound judgment and the bank’s risk management framework when making decisions within approved policies and risk appetite.
• Work mostly independently, exercise judgment to diagnose and solve problems within guidelines, and take on broader accountabilities as assigned.

Qualifications

• Three to five years of relevant experience in client relationship, financial services, or service excellence in a corporate or banking environment is preferred.
• A bachelor’s degree is preferred; Business Administration, Finance, or Marketing is preferred, while another related discipline or commensurate work experience may be considered.
• Specialized knowledge through education and/or business experience.
• Intermediate proficiency in product knowledge, regulatory compliance, data analysis and reporting, document management, Microsoft Office, problem-solving, collaboration, attention to detail, and teamwork.

Compensation

• The posting lists a salary range of $40,000–$85,000 and salaried pay; no pay cadence is specified.
• Compensation may vary by location, skills, experience, education, and qualifications; the posting notes that some roles may include commission.