Client Services Officer

La Jolla, CA

Salary: $75,000 - $80,000

 

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Position Overview:

The Client Services Officer provides advanced secretarial, administrative, and operational support to the Relationship Management team. This role is essential to the smooth operation of the regional office and plays a key part in delivering exceptional customer service and supporting commercial banking functions.

 

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Key Responsibilities:



Administrative & Operational Support

• Assist with day-to-day operations of the regional office.


• Perform word processing, maintain files, and manage office supplies.


• Support general office management and ensure adherence to internal policies and procedures.


• Prepare data and conduct analysis on account holders and accoun...