BHI · 2 hours ago
Client Services Associate
New York, United States
Full-time
Hybrid
New Grad, Entry LevelBHI is a banking institution that seeks a Client Services Associate to provide exceptional service to clients. The role involves handling customer inquiries, supporting portfolio managers, and ensuring accurate financial transactions and documentation.
BankingFinancial Services
Responsibilities
Gather information on potential customers
Send customer information to NY Compliance Dept. for review
Mitigate compliance-related issues
Obtain customer signature on all account documentation (including online banking and shelf products)
Conduct periodic account reviews (PARs) as directed by Compliance
Respond to customer’s account-related questions including product-related questions
Provide Internet Banking Support by responding to user questions
Respond to customer inquiries regarding facilities and loans
Follow up on ongoing facility needs
Respond to wire transfer inquiries from customers and Compliance (via ECS) involving Money Transfer personnel as required
Respond to customer inquiries on DDA/MMA & Time Deposit servicing accounts including rate quotations
Provide DDA balance information to customers
Receive customer instruction for FX transactions
Liaise with Trading Room and customer on pricing for FX transactions (pricing is set by Trading Room)
Other duties as required by position
Qualification
Required
Knowledge of Banking Systems
Demonstrated working knowledge of bank KYC processes and diligence, corporate structures/company organization charts and account opening documents
Strong PC skills – MS Office applications, specifically Word and Excel
Strong communication and people skills, including ability to market products
Must have the ability to multitask in a fast paced environment
Detail oriented, highly organized and accurate
Ability to work and keep information confidential
Project confidence and professionalism to customers
Strong PC skills
Preferred
Related educational/business experience
Middle Market Lending experience recommended
Bachelors' degree in Business, Accounting, or Finance
Company
BHI
BHI is a Commercial Bank.
Founded in 1974
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gil Karni
Chief Executive Officer
K
Kevin Kim
First Vice President
Recent News
2026-01-21
2026-01-09
Company data provided by crunchbase