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Senior Accounts & Client Services CSR

Job in Folsom, Sacramento County, California, 95630, USA
Listing for: Poppy
Full Time position
Listed on 2026-10-07
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Management, Bank Customer Service, Customer Success Management
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Senior New Accounts & Client Services CSR

Poppy is seeking an experienced Client Service Representative II–III or Senior level to handle new consumer and complex business accounts, fund openings, and account maintenance. The role emphasizes cross-selling and adherence to banking regulations while delivering strong client service in an office setting.

The position requires knowledge of consumer and business accounts, with opportunities for advancement based on performance and supervisory preferences.

For the Senior New Accounts & Client Services CSR position at Poppy, we are reviewing applications now.

Are you ready to take on the Senior New Accounts & Client Services CSR role at Poppy?

We would love to welcome a new Senior New Accounts & Client Services CSR to our team in Folsom, CA, United States.

Step into the Senior New Accounts & Client Services CSR role at Poppy in Folsom, CA, United States and grow with us.

Position Requirements
10+ Years work experience
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