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Client Success Executive for Financial Institutions

Job in Arlington, Tarrant County, Texas, 76000, USA
Listing for: IntraFi
Full Time position
Listed on 2026-08-02
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Management, Bank Customer Service, Customer Success Mgr./ CSM
Salary/Wage Range or Industry Benchmark: 75000 - 85000 USD Yearly USD 75000.00 85000.00 YEAR
Job Description & How to Apply Below

Intra Fi, a leading provider in deposit allocation and reciprocal deposits, seeks a Client Services team member to deliver a personal, helpful customer experience to banks and financial institutions nationwide. This role supports onboarding, training, and ongoing client education while collaborating across departments to improve technology and processes.

The ideal candidate brings at least two years in customer service, excellent communication skills, and a proactive, team-oriented mindset.

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