Client Associate
: Job Details :


Client Associate

TBG | The Bachrach Group

Job Location : New York,NY, USA

Posted on : 2025-09-22T17:09:10Z

Job Description :

Our client is a well-regarded, global Corporate & Investment Bank seeking to add a Client Associate to support the development of their corporate customers in North America.

Some responsibilities will include:

  • Support sales of various credit products, Cash Management Products, markets products, Deposits
  • Collaborate with Cash Management Advisors to cross-sell Cash Management products and services
  • Responsible for obtaining approvals for local credit processes
  • Preparing reports and assisting with various administrative tasks
  • Standardizing processes, CRM and OneNote use as well as ensuring high standards and quality production of the team
  • Supporting broker dealer operations

Experience Required:

  • 2+ years of relevant banking experience
  • Excellent customer service, adept at building and maintaining long-term client relationships
  • Excellent communication skills
  • Strong analytical skills
  • Bachelor's degree
Apply Now!

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