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Senior Banking Client Services Specialist

Job in Santa Ana, Orange County, California, 92725, USA
Listing for: ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC
Full Time position
Listed on 2026-01-26
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Job Description & How to Apply Below
A prominent financial services company seeks an individual for a Client Services role. The position involves handling client inquiries, setting up deposit accounts, and providing exceptional customer service. Candidates should possess a high school diploma, 4-6 years of experience in banking, and strong communication skills. Additionally, proficiency in Microsoft Office and banking platform systems is preferred.

This role offers competitive hourly pay, along with a comprehensive benefits package.
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Position Requirements
10+ Years work experience
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