About the Role
This role is responsible for managing client-related administrative tasks, supporting documentation processes, and ensuring adherence to internal procedures and regulatory standards within a structured financial environment.
Responsibilities
- Process client onboarding documentation accurately and in a timely manner
- Verify client information for compliance with regulatory and internal standards
- Collaborate with internal teams to resolve account setup issues
- Maintain accurate records of client files and supporting documentation
- Support ongoing client account maintenance and updates
- Respond to client inquiries related to account administration
- Ensure all documentation meets legal and compliance requirements
- Coordinate with legal and compliance departments as needed
- Track and report on processing timelines and service metrics
- Identify and escalate discrepancies in client submissions
- Assist in audits and regulatory examinations
- Follow established procedures for data entry and record keeping
- Participate in process improvement initiatives
- Maintain confidentiality of sensitive client information
- Work closely with relationship managers to support client needs
- Monitor account activity for unusual or non-compliant patterns
- Prepare reports for management review
- Ensure consistent application of policies across client accounts
- Support training efforts for new team members
- Stay current with changes in financial regulations
- Utilize multiple systems to manage client data
- Meet service level expectations for processing times
- Maintain organized electronic and physical files
- Contribute to team goals and performance standards
- Adapt to changes in operational procedures
Compensation
Competitive salary based on experience and qualifications
Work Arrangement
Onsite with potential for limited flexibility based on business needs
Team
Part of a structured administrative team supporting client operations
Department
Corporate Loan Operations
Job Category
Client Services
Position Type
Full-Time
Work Location
Buffalo, NY
Travel Requirement
Minimal travel expected
Not available for this position
