Western Alliance Bancorp

3 weeks ago

Client Services Onboarding Specialist I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Serve as a primary point of contact for law firms and fiduciary clients in the Juris Banking Division, responding to requests, transactions, and account changes while meeting SLAs. Manage onboarding caseloads with minimal supervision, document interactions in the bank’s CRM platform, and coordinate product and application implementations. Partner with sales and relationship management teams to resolve client needs and identify revenue and retention opportunities, while supporting risk management, regulatory compliance, and process improvements.

Location: Columbus

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Entry level

Key Responsibilities

•Deliver tailored client onboarding service for law firms, legal professionals, and fiduciary clients while maintaining SLAs and regulatory compliance standards.
•Manage end-to-end onboarding for each customer, actively reaching out to transition clients using established processes.
•Support team onboarding efforts across customers in different boarding and transition stages.
•Coordinate and ensure timely completion of product and application implementations, including customer calls and training.
•Document client interactions in the bank’s CRM platform and support operations process improvement initiatives, focusing on removing obstacles and keeping stakeholders informed.

Pay and Benefits

Perks:Health InsuranceDental401k MatchingTuition AssistanceWellness Stipend

Key Requirements

•1+ years of related experience in Treasury Management Service, finance (GL management, public reporting, analysis), financial analysis, or similar fields.
•High school diploma required; bachelor’s degree in a related field preferred.
•Entry-level knowledge of general banking operations, including deposit operations, loan administration, and treasury management and/or other commercial banking products.
•Entry-level knowledge of regulatory and legal compliance obligations, rules, regulations, and industry standards.
•Entry-level to intermediate proficiency with Microsoft Office (Word, Excel, PowerPoint, Visio) and intermediate speaking/writing communication skills.

Experience:1+ yearsBankingTreasury managementFinance

Education:High School

Skills:CommunicationRisk awarenessProcess improvementClient serviceStakeholder management

Tech Stack:CRMMicrosoft WordMicrosoft ExcelPowerPointVisio

Company Brief

Western Alliance Bancorp

Industry: Banking

Website

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Western Alliance Bancorp

3 weeks ago

Client Services Onboarding Specialist I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Columbus

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Entry level

Key Responsibilities

•Deliver tailored client onboarding service for law firms, legal professionals, and fiduciary clients while maintaining SLAs and regulatory compliance standards.
•Manage end-to-end onboarding for each customer, actively reaching out to transition clients using established processes.
•Support team onboarding efforts across customers in different boarding and transition stages.
•Coordinate and ensure timely completion of product and application implementations, including customer calls and training.
•Document client interactions in the bank’s CRM platform and support operations process improvement initiatives, focusing on removing obstacles and keeping stakeholders informed.

Pay and Benefits

Perks:Health InsuranceDental401k MatchingTuition AssistanceWellness Stipend

Key Requirements

•1+ years of related experience in Treasury Management Service, finance (GL management, public reporting, analysis), financial analysis, or similar fields.
•High school diploma required; bachelor’s degree in a related field preferred.
•Entry-level knowledge of general banking operations, including deposit operations, loan administration, and treasury management and/or other commercial banking products.
•Entry-level knowledge of regulatory and legal compliance obligations, rules, regulations, and industry standards.
•Entry-level to intermediate proficiency with Microsoft Office (Word, Excel, PowerPoint, Visio) and intermediate speaking/writing communication skills.

Experience:1+ yearsBankingTreasury managementFinance

Education:High School

Skills:CommunicationRisk awarenessProcess improvementClient serviceStakeholder management

Tech Stack:CRMMicrosoft WordMicrosoft ExcelPowerPointVisio

Company Brief

Western Alliance Bancorp

Industry: Banking

Website