**Client Service Associate** in Charlotte, NC supports a client portfolio, managing relationships and resolving service inquiries. Key responsibilities include troubleshooting and coordinating solutions, communicating with clients, and proactively identifying service improvements.
Required skills: 3+ years of client-facing experience, familiarity with treasury and cash management services, data-driven management reporting, and strong communication skills. Experience using productivity tools and data analysis tools is a plus.
In this role, you'll collaborate with internal teams, influence without direct authority, and contribute to operational excellence. Up to 10% travel required. Bachelor's degree preferred but not required.
Full Job Description
Location: Charlotte, NC, United States
Help clients succeed by delivering fast, accurate support and thoughtful solutions. Youll build trusted relationships, collaborate with global partners, and play a key role in improving how clients use treasury and cash management services. If you enjoy problem-solving, influencing across teams, and driving better experiences through data and process improvements, this role offers a strong platform to grow.
As a Client Service Associate in Client Service, you support a portfolio of clients by researching and resolving inquiries related to treasury and cash management products and services. You partner closely with internal stakeholders to coordinate resolution, strengthen client relationships, and identify service improvements. This role may require up to 10% travel. This role is not eligible for employer immigration sponsorship.
Job responsibilities
Manage a portfolio of client relationships and serve as a primary point of contact for service inquiriesResearch, track, and resolve client requests across products and services, coordinating with internal partners as neededCommunicate with clients via phone, email, and video conferencing to provide timely updates and clear resolutionsProactively identify recurring issues and recommend service improvements based on trends and client feedbackConduct periodic relationship check-ins to understand client needs and surface potential risks, including fraud-related exposure, and escalate appropriatelyParticipate in onboarding and implementation discussions as new products and services are added for clientsCollaborate with partners to align on solutions that support client needs and operational readinessPrepare and present management reporting on request volumes, trends, root causes, and outcomesPromote adoption of appropriate digital and self-service tools to improve client experience and reduce manual effortMaintain accurate documentation of client interactions, actions taken, and follow-ups in applicable systemsRequired qualifications, capabilities and skills
3 years of client-facing experience in client service, account management, or a related roleExperience supporting treasury, cash management, payments, or similar financial services productsExperience using data to produce management reporting and present insights to stakeholdersExperience supporting change initiatives and/or process improvement efforts in a structured environmentDemonstrated ability to manage multiple priorities, execute reliably, and meet deadlinesStrong verbal and written communication skills, including the ability to explain complex topics clearlyDemonstrated ability to collaborate across teams and influence outcomes without direct authorityStrong stakeholder management and interpersonal skills, with a client-first and solutions-oriented approachPreferred qualifications, capabilities and skills
Bachelors degree or equivalent work experienceExperience supporting commercial card, treasury, or cash management solutions in a regulated environmentProficiency in productivity tools (e.g., Google Workspace or Microsoft Office)Experience with client issue investigation, root cause analysis, and escalation managementDeveloping experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.Interest in learning new operating models, technologies, and industry trendsFinal level and title will be determined at time of offer and may differ from this posting.
Own the client experience by resolving issues across treasury and cash management products and services.
