Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Associate, Client Services

$80.8k - $92.2k
Full-time

Capital One

Senior Associate, Client Services Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital One hubs in Charlotte, NC/ Plano, TX/ or Richmond, VA. Commercial Client Operations (CCO) is one of the largest divisions in the Commercial Bank. This team’s scope is horizontal across the bank and as such it supports numerous critical processes and transactions. By incubating innovative solutions and embracing technology, this team creates an unforgettable and unparalleled experience for our associates and clients. One of the most impactful groups within CCO is the Client Solutions team. The Client Solutions team works with the Commercial Bank’s clients, both proactively and reactively for all of their servicing needs. All of our associates are on the frontline, delivering on our commitment to provide a beautiful client experience. We are growing and looking for great customer focused advocates to join the team. We are currently searching for a Senior Associate, Client Service. Ideal Candidate: At the Senior Associate level, you will be a team member in a dynamic, fast-paced environment. You will need to have exceptional communication skills (verbal, written, presentation, and interpersonal), a positive mindset and, above all, a “client first” work ethic. You will be required to balance risk to Capital One while delivering an industry-leading experience to clients. This individual’s responsibilities will include: Responsibilities: Own the client experience in all interactions including detailed follow through Execute job duties following policies, standards and/or procedures within target turnaround times and quality levels; bring awareness to management any constraints or concerns Keep internal and external stakeholders (client, sales, service, operations, product) informed of status, risks and issues to delivery When complaints, problems and/or issues arise work with partners driving to root cause and identifying sustainable, repeatable solutions to ensure repeat occurrences are avoided for all clients Make it easy for a client to interact with Capital One Learn and become an expert in Capital One credit, deposit, and treasury management products and services to proactively and reactively resolve client’s needs Research and learn about your client’s industry, business, and individual banking needs Collaborate within and across teams and organizations to analyze and resolve client issues Advocate for client’s needs with internal stakeholders by providing thoughtful feedback on where clients are achieving their goals as well as where their needs are not being met Develop effective solutions for clients when something doesn’t go as planned and eloquently recover to delight the client Represents Client Solutions with internal partners and clients based on proven track record of sound judgment Develop solutions to problems based on subject matter expertise and research of areas within and beyond own area of responsibility Deliver results which routinely exceed requirements and expectations with minimal guidance on unstructured objectives Contribute to team goals and actively questions decisions and assumptions to elevate team performance Travel to client sites when required Work on projects as requested Own your individual development Desired Attributes and Skills - We Seek Associates Who Are: Passionate about both delivering a great client experience and complying with laws and regulations Forward leaning into technology, automation, and emerging financial products Fluid in adapting to and embracing change for themselves and with others Intellectually curious, inquisitive, and open minded Integrated thinkers and creative problem solvers Exceptional and confident communicators, negotiators, and influencers Tenacious in pursuing and achieving their goals and objectives Motivated to achieve results through teamwork and collaboration Proactive about their own development and learning with an optimistic, growth mindset Work from Home Technology Requirements: A secure home office environment that is free from background noise and distractions A reliable private internet connection that is not supplied via cellular data or hotspot A private network that is password protected where you have ownership or line of sight to every device on the network Internet service must be provided by Cable or fiber Internet Service Provides (ISP) Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred To validate ISP speeds from a Chrome browser, go to type Speed Test and run from the Google landing page Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience. Work from Home Living Requirements: Candidates must live within approximately 50 miles of one of the hub locations based in 28203, 75024, or 23238 and be comfortable coming in person whenever required with no less than 24 hours notice. Basic Qualifications: High School Diploma, GED or equivalent certification At least 2 years of experience in client services or customer service At least 2 years of experience in Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs) Preferred Qualifications: Bachelor’s Degree or Military experience 3+ years of customer service, business process or project management experience 3+ years of experience with Treasury Management At this time, Capital One will not sponsor a new applicant for employment authorization for this position. #CommOps The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Charlotte, NC: $80,800 - $92,200 for Client Service Sr. Associate Plano, TX: $80,800 - $92,200 for Client Service Sr. Associate Richmond, VA: $80,800 - $92,200 for Client Service Sr. Associate Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at View phone number on click.appcast.io or via email at View email address on click.appcast.io. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to View email address on click.appcast.io Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC). At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Associate, Client Services in Charlotte, NC vacancy
  •  ...firm in Charlotte is seeking a qualified candidate for a staff accountant position. The role involves supervising staff, developing client relationships, and ensuring compliance with accounting processes. Candidates must have a Bachelor’s in accounting, CPA... 
    Senior

    GreerWalker CPAs and Advisors

    Charlotte, NC
    3 days ago
  • $80.8k - $92.2k

     ...Senior Associate, Client Services Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from one of our Capital... 
    Senior
    Full time
    Part time
    Work at office
    Local area
    Work from home
    Home office

    Capital One

    Charlotte, NC
    3 days ago
  •  ...Senior Associates - Consultants ProSidian Consulting seeks a Senior Associates to lead and support...  ...design, development and delivery of client solutions for Management and Operations...  ...the firm's reputation for quality service. This includes researching, pursuing... 
    Senior
    Work at office

    ProSidian Consulting

    Charlotte, NC
    3 days ago
  • $31.09 - $33.09 per hour

    Our client, a large financial services company, is seeking an experienced Sr Associate, Private Fund Transitions for a 12+ month contract assignment in either Charlotte, NC...  ...attentiveness, and a solution-oriented approach. Assist senior team members with investor onboarding which... 
    Senior
    Hourly pay
    Contract work

    Corps Team

    Charlotte, NC
    1 day ago
  • $64.5k - $129.5k

     ...About This Role Senior Associate responsible for supply and demand planning execution, supporting SIOP processes, and driving system and process...  ...Manage supplier performance against delivery, inventory and service KPIs Support inventory health, CTB, and production... 
    Senior
    Temporary work
    Work at office

    Carrier Global Corporation

    Charlotte, NC
    16 hours ago
  • Barings in Charlotte, NC is looking for a Senior Associate in Asset Based Finance to oversee transaction execution and governance. The role requires at least 2-5 years of experience in transaction management, strong attention to detail, and the ability to collaborate effectively... 
    Senior

    Barings

    Charlotte, NC
    3 days ago
  • Bennett Thrasher in Charlotte, NC, is seeking a Senior Associate for its Transaction Advisory team. This role involves leading transaction advisory engagements, providing quality service to clients while working with a dedicated team. The ideal candidate will have an undergraduate... 
    Senior

    Bennett Thrasher

    Charlotte, NC
    4 days ago
  •  ...perform financial due diligence, analyze financial results, and evaluate diligence issues for private equity groups and corporate clients. The ideal candidate will hold a Bachelor’s in Accountancy or Finance, with 2+ years of relevant experience and a CPA preferred. This... 
    Senior

    Forvis Mazars US

    Charlotte, NC
    1 day ago
  • $105k - $140k

    Barings LLC is seeking a Senior Associate to support Asset-Based Finance in Charlotte, NC. This role focuses on monitoring asset-backed finance transactions, identifying risks, and analyzing deal performance. The ideal candidate has 2-5 years of experience in structured... 
    Senior

    Barings LLC

    Charlotte, NC
    3 days ago
  • InforCapital, partnership, is seeking a Senior Associate for their Private Equity team located in Charlotte, United States. This role focuses on developing research-driven investment theses, conducting market diligence, and collaborating with portfolio companies on growth... 
    Senior

    InforCapital, partnership

    Charlotte, NC
    3 days ago
  • Accounting & Finance Professionals - Senior Associate through Manager Level The best and brightest...  ...with a highly respected professional services firm seeking CPA-track accounting and...  ...experience Individuals who enjoy variety, client‑facing work, and continuous learning... 
    Senior

    LHH

    Charlotte, NC
    4 days ago
  • PwC is seeking a Senior Associate in Charlotte, North Carolina, focusing on enhancing customer strategies and initiatives. In this role, you will analyze complex business challenges and design solutions that drive revenue growth. Key requirements include a Bachelor's Degree... 
    Senior

    PwC

    Charlotte, NC
    4 days ago
  • $101.1k - $115.4k

     ...Senior Associate, Product Management Product Management at Capital One is a booming, vibrant craft that requires reimagining...  ...on the technology and processes that support the Servicing needs of our Commercial Loan clients, a challenging and interesting area to work with... 
    Senior
    Full time
    Part time
    Local area

    Capital One

    Charlotte, NC
    16 hours ago
  • Charlotte is a Senior Associate in our Employment team, based out of our Bath office. With extensive...  ...strategic advice, working closely with clients to resolves issues efficiently and...  ...has experience in: Employment contracts, service agreements and HR handbooks;... 
    Senior
    Work at office

    RWK Goodman LLP

    Charlotte, NC
    3 days ago
  •  ...Boulder Partnership is seeking a Private Equity Associate in Charlotte, NC. The role involves collaboration with senior management and requires expertise in financial...  ...of relevant experience in Transaction Advisory Services or Investment Banking. The position offers a dynamic... 
    Senior

    Downtown Boulder Partnership

    Charlotte, NC
    16 hours ago
  • Barings is seeking a Senior Associate for Portfolio Analytics based in Charlotte, NC. This role contributes to operational effectiveness through technology-based solutions, automating data processes, and reporting. Key qualifications include a Bachelor’s degree and proven... 
    Senior

    Barings

    Charlotte, NC
    4 days ago
  • $100k - $170k

    Alvarez & Marsal is seeking a Senior Associate focused on merger integration and operational performance improvement. This role involves identifying client business issues, planning execution strategies, and assessing performance across large deals. Candidates should have... 
    Senior

    Alvarez & Marsal

    Charlotte, NC
    1 day ago
  • $77k - $202k

    PwC seeks a Senior Associate in Financial Operations in Charlotte, NC, to enhance productivity and lead client finance processes. Responsibilities include analyzing complex financial issues, mentoring junior colleagues, and leveraging AI technologies for digital finance... 
    Senior

    PwC

    Charlotte, NC
    16 hours ago
  • Barings LLC is seeking an Associate/Senior Associate for its Global Private Finance team in Charlotte. This role focuses on portfolio management and involves tracking investment performance, cash management, and reporting. Ideal candidates will have 2-4 years of experience... 
    Senior

    Barings LLC

    Charlotte, NC
    4 days ago
  • A specialized advisory firm is seeking a Senior Associate to join its transaction services team in Charlotte, North Carolina. This role involves supporting private equity investors and strategic acquirers through the deal lifecycle, with hands-on exposure to financial due... 
    Senior

    Vaco

    Charlotte, NC
    2 days ago
  • Environmental Resources Management (ERM) is seeking a Consulting Senior Associate - Geology in Charlotte, NC, focused on investigating contaminated sites and ensuring compliance. This role offers the opportunity to apply cutting-edge technologies while contributing to... 
    Senior

    Environmental Resources Management (ERM)

    Charlotte, NC
    6 hours ago
  •  ...Job Description Job Description Senior Associate, Analytics & Client Leadership Polaris Healthcare Partners Polaris Healthcare Partners helps...  ...related field. ~5+ years of experience in financial services, healthcare operations, accounting, consulting, or related... 
    Senior

    POLARIS HEALTHCARE PARTNERS LLC

    Charlotte, NC
    24 days ago
  • Trimont in Charlotte, North Carolina, is seeking a Senior Associate in Credit Portfolio Management. This role involves partnering with an Asset Manager to manage a portfolio of securitized commercial real estate loans, ensuring compliance with associated agreements and... 
    Senior

    Trimont

    Charlotte, NC
    4 days ago
  • Job Summary As a Client Accounting & Advisory Solutions (CAAS) Senior Associate , you’ll play a key role in delivering high-quality accounting support and actionable...  ...in a collaborative environment, excels in client service, and is motivated to grow into future leadership... 
    Senior

    Frazier & Deeter

    Charlotte, NC
    3 days ago
  •  ...innovative tax solutions. Join a diverse team helping high‑profile clients understand, analyze, and respond to complex business...  ...and what we stand for as a firm. KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities... 
    Senior
    Local area

    KPMG Careers

    Charlotte, NC
    2 days ago
  •  ...well as review their work. Skills necessary to develop quality client relationships and loyalty. Communicate with client personnel...  .... Ability to function in a team environment. Superior client service focus. Ability to thrive and adapt in a fast-paced, dynamic environment... 
    Senior
    Contract work
    Work at office

    GreerWalker LLP

    Charlotte, NC
    3 days ago
  • Senior Associate, Transaction Advisory Services Responsibilities Participate in buy-side and sell-side transaction advisory engagements, providing financial...  ...and analysis in written report Participate in client meetings and site visits while interacting with top-level... 
    Senior
    Casual work

    GreerWalker CPAs and Advisors

    Charlotte, NC
    2 days ago
  •  ...performance report. Provide notification to customers and the service teams for Severity 1 events. Ownership of Severity Level 1 communications...  ...with the following: Alert monitoring tool experience required. Client Open View Operations - SolarWinds preferred, but Site Scope and... 
    Senior
    Shift work

    TechDigital Group

    Charlotte, NC
    3 days ago
  •  ...Analyst to assist in the oversight and management of its various client investment accounts and with the development of new products...  ...is at the highest level. Primary Responsibilities The Associate/Senior Associate position is responsible for assisting, alongside the... 
    Senior

    NAREIM

    Charlotte, NC
    2 days ago
  • Job Summary Senior Associate, Credit Portfolio Management. Partner with an Asset Manager to service a portfolio of securitized commercial real estate loans, ensuring compliance with associated agreements and ongoing portfolio surveillance. Responsibilities Respond to... 
    Senior
    Work experience placement

    Trimont

    Charlotte, NC
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Associate, Client Services. Be the first to apply!