ACG Resources

Apply Now

Job Ref: 14382

Salary: $60,000 – $80,000

Client Service Associate (banking exp. required) 
Salary-$60-80k, dependent on experience and skills
Exciting opportunity located onsite in Manhattan with a growing bank. Position will initially support Real Estate and related activities. Support to other industries may include CRE, and Healthcare. 


  • Bachelor’s degree in Business, Accounting, or Finance
  • Strong PC skills – MS Office applications, specifically Word, Excel & Outlook
  • Knowledge of FIS banking systems preferred and ability to quickly learn all the Bank’s systems
  • Knowledge of basic KYC processes and diligence, corporate structures / company organization charts and account opening documents
  • Related educational/business experience. Banking experience recommended (or other service-oriented experience)


  • Provide exceptional customer service catering to the unique needs of commercial bank clients, offering custom tailored solutions and ensuring positive outcome with every customer interaction.
  • Navigate the bank units on behalf of the client to minimize touch points and maximize responsiveness and customer experience.
  • Support a fast and smooth account on boarding process from customizing account opening documents, compliance review and ongoing account maintenance.
  • Effectively interact with internal stakeholders in the Bank for matters related to account activity, investment opportunities, compliance and all other customer relations matters.
  • Provide administrative support to CSA Manager and complete special projects, as assigned, in a timely and professional manner.


For more jobs like this
Please download our app today to easily participate in our referral program, stay up to date on our latest open positions, quickly communicate with us, and be the first to get updates.” Apple IOS | Android

Apply Now

  • Max. file size: 128 MB.
  • This field is for validation purposes and should be left unchanged.