Client Services Associate jobs in United States
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Mitchell Martin Inc. · 3 hours ago

Client Services Associate

Mitchell Martin Inc. is seeking a Client Services Associate based in New York, NY. The role involves providing exceptional banking services to clients, ensuring accurate documentation and facilitating financial transactions.

B2BBookkeeping and PayrollConsultingHealth CareHuman ResourcesInformation TechnologyStaffing Agency
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Gather and process information on potential customers for compliance review
Ensure accurate documentation and obtain necessary customer signatures for account setup
Respond to customer inquiries related to accounts, products, and transactions
Coordinate with internal teams to resolve customer service issues efficiently
Support facility-related inquiries and coordinate necessary actions

Qualification

Banking systems knowledgeCompliance experienceOffice software proficiencyMultitasking abilityCommunication skillsInterpersonal skillsConfidentiality

Required

Knowledge of banking systems and processes
Experience with compliance and account opening documentation
Proficiency in generic office software applications
Strong communication and interpersonal skills
Ability to multitask and maintain confidentiality in a fast-paced environment

Company

Mitchell Martin Inc.

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Mitchell Martin Inc.

H1B Sponsorship

Mitchell Martin Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (99)
2024 (104)
2023 (156)
2022 (122)
2021 (157)
2020 (253)

Funding

Current Stage
Late Stage

Leadership Team

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Anthony Giardina, PMP
Chief Technology Officer
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Joseph Schimpf
CFO
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Company data provided by crunchbase