What are the responsibilities and job description for the Client Support Specialist II position at Tharp Consulting?
Role Overview
This position involves opening and maintaining client accounts, ensuring accurate documentation, and managing compliance through review of KYC and beneficial ownership information. Key responsibilities include recordkeeping, responding to client inquiries, and resolving complex issues independently. The role also requires proactive identification of cross-selling opportunities, supporting loan and deposit services, and collaborating across teams to monitor client accounts effectively.
Qualifications & Skills
No supervisory responsibilities are involved. The role emphasizes a comprehensive understanding of banking systems, internal processes, and controls to protect clients and the institution.
This position involves opening and maintaining client accounts, ensuring accurate documentation, and managing compliance through review of KYC and beneficial ownership information. Key responsibilities include recordkeeping, responding to client inquiries, and resolving complex issues independently. The role also requires proactive identification of cross-selling opportunities, supporting loan and deposit services, and collaborating across teams to monitor client accounts effectively.
Qualifications & Skills
- High school diploma or equivalent with 2-4 years of relevant experience or equivalent education and experience.
- Proficiency in Microsoft Office suite.
- Ability to handle complex client servicing needs and research documentation exceptions.
- Strong organizational, communication, and problem-solving skills.
No supervisory responsibilities are involved. The role emphasizes a comprehensive understanding of banking systems, internal processes, and controls to protect clients and the institution.