Treasury Onboarding & Client Success Specialist
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-12
Listing for:
IDB
Full Time
position Listed on 2026-01-12
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A financial institution seeks a Customer Service Specialist for IDBAccess to assist clients during onboarding, provide treasury services support, and enhance customer relationships. The ideal candidate should have 3+ years in the financial industry, possess strong communication skills, and be detail-oriented. Applicants must demonstrate the ability to work effectively in a fast-paced environment and enjoy problem-solving.
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