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Client Relations Coordinator

2 months ago


Santa Ana, California, United States Advantage Resourcing Full time

Exciting Career Opportunity

Advantage Resourcing is dedicated to helping you enhance your financial services expertise and connect you with a remarkable career.

We are currently seeking a Client Relations Coordinator. This role involves a variety of responsibilities that are crucial to our operations.

Compensation: $28 - $31 per hour (Based on experience)

Work Schedule:

  • Monday to Friday | 7:30 AM to 5 PM

Qualifications:

  • A bachelor's degree in accounting, finance, or economics.
  • Minimum of 3 years of experience in corporate trust, particularly in cash management.
  • Ability to thrive in a dynamic and fast-paced environment.

Key Responsibilities:

  • Oversee the administration of over 100 MBS trusts daily.
  • Manage both domestic and international cash accounts.
  • Respond to client inquiries with professionalism and courtesy.
  • Deliver exceptional customer service.
  • Review and authorize monthly distribution payments.
  • Collaborate effectively with team members.

Employee Benefits:

  • Comprehensive medical, dental, vision, and life insurance.
  • Short-term disability coverage.
  • 401(k) retirement plans.
  • Weekly pay options, including DailyPay.
  • Employee discount programs.
  • Potential for referral bonuses.

We are excited to engage with you and support your journey into this rewarding career path. The compensation range provided reflects the expected pay for this position, which may vary based on factors such as geographic location, experience, and performance.

Our commitment to our employees includes a variety of benefits such as health plans, pre-tax savings options, retirement savings plans, and paid holidays. Additional rewards may include short-term incentives and paid time off.

After submitting your application, consider downloading our Staffmark Group WorkNOW App to receive real-time job offers and explore further opportunities.