Job Description
Client Services Associate – Mortgage Operations (Entry Level)Position Overview
We are seeking a detail-oriented Client Services Associate to support mortgage document custody operations. In this role, you will serve as a key point of contact for external clients and internal partners, assisting with account management, reporting, and day-to-day client support.
This is an excellent opportunity for someone looking to build a career in financial services, banking operations, or client relationship management.
Key ResponsibilitiesClient Support & Communication
+ Serve as a primary contact for client inquiries via phone and email
+ Provide clear explanations of reports, file statuses, and account activity
+ Maintain strong, professional relationships with clients and internal stakeholders
Account Administration
+ Support account setup, maintenance, and ongoing oversight
+ Ensure processes comply with internal policies and regula...
We are seeking a detail-oriented Client Services Associate to support mortgage document custody operations. In this role, you will serve as a key point of contact for external clients and internal partners, assisting with account management, reporting, and day-to-day client support.
This is an excellent opportunity for someone looking to build a career in financial services, banking operations, or client relationship management.
Key ResponsibilitiesClient Support & Communication
+ Serve as a primary contact for client inquiries via phone and email
+ Provide clear explanations of reports, file statuses, and account activity
+ Maintain strong, professional relationships with clients and internal stakeholders
Account Administration
+ Support account setup, maintenance, and ongoing oversight
+ Ensure processes comply with internal policies and regula...