Associate, Internal Client Support

Webster Financial
Hamilton
Full timeUSD 23 - 24 hourlyFunction: Product ManagementEducation: associatesSkills: ["Customer service","Attention to detail","Data entry","Communication","Adaptability"]

Support internal branch and client service by processing specialized tenant lease security and escrow transactions, opening/closing accounts, and making deposits or adjustments. Handle daily service requests, prepare and send documentation and bank checks, and manage funds-transfer workflows (including BTE files and Branch Capture tickets). Provide prompt customer service to clients and internal teams via email, fax, and telephone while ensuring compliance with regulations and departmental SLA requirements.

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Webster Financial
Webster Financial
2 days ago

Associate, Internal Client Support

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live

Job Summary

Support internal branch and client service by processing specialized tenant lease security and escrow transactions, opening/closing accounts, and making deposits or adjustments. Handle daily service requests, prepare and send documentation and bank checks, and manage funds-transfer workflows (including BTE files and Branch Capture tickets). Provide prompt customer service to clients and internal teams via email, fax, and telephone while ensuring compliance with regulations and departmental SLA requirements.
Location: Hamilton
Employment Type: Full time
Job Function: Product Management
Seniority: Entry level

Key Responsibilities

  • •Process all Tenant Lease Security & Escrow Sub Account transactions daily (open/close, deposits, adjustments) and ensure service requests meet SLA.
  • •Prepare documentation and bank checks based on client requests, and scan/upload processed documentation for retrieval.
  • •Support escrow transfers/opening accounts and service requests (including transmit confirmations and create funds transfers via BTE files).
  • •Establish tenant lease security accounts by collecting required documentation and notifying internal teams about Beneficial Ownership requirements.
  • •Provide prompt customer service to clients and internal colleagues via email, fax, and phone, including account change requests and research support, while ensuring compliance with regulations and policies.

Pay and Benefits

Salary: USD 23 - 24 hourly

Key Requirements

  • •Provide customer service experience for the role.
  • •Accurately process a high volume of transactions quickly.
  • •Strong data entry skills and brief knowledge of basic accounting skills.
  • •Ability to learn and adapt to a fast-paced environment while paying attention to detail.
  • •Excellent telephone and communication skills.
Education:Associate's
Skills:Customer serviceAttention to detailData entryCommunicationAdaptability
Tech Stack:Microsoft applications

Company Brief

Webster Financial
Webster Financial is the holding company for Webster Bank, a U.S. regional bank providing commercial banking, consumer banking, and wealth management services. It serves businesses, individuals, and institutions across the Northeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Stamford, United States
Founded: 1935
WebsiteLinkedIn