Senior Associate. Client Service Associate (CSA)

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! Job Description Summary The Client Service Associate (CSA) serves as the primary coordinator between clients, Relationship Managers, and internal business partners to ensure a seamless client experience. This role is responsible for managing client service requests, maintaining strong client relationships, and supporting a portfolio of commercial banking clients through the execution and coordination of a wide range of account servicing and operational activities. Key Responsibilities for the Role Build and maintain strong client relationships in partnership with Relationship Managers. Serve as a key point of contact for client inquiries and service requests. Provide clients with account statements, balance inquiries, bank verification letters, chargeback copies, check images, federal reference numbers, and tax forms. Process overdraft decisions and provide basic online banking support. Review specialized reporting and assist with relationship grouping activities. Support account analysis maintenance, account opening, and new client onboarding activities. Coordinate client requests related to money movement, including manual wires, transfers, drawdowns, and repetitive wire transactions. Facilitate fee reversals, interest adjustments, limit increases (ACH, wire, and remote deposit), and rate variance requests. Assist with fraud reporting and case management, escrow subaccount maintenance, and the resolution of unposted check and ACH payments. Ensure all activities are completed in accordance with bank policies, procedures, and regulatory requirements. Key Skills and Experience Minimum of 3 years of experience in banking, financial services, or a related financial industry role. High School Diploma or GED required; Associate’s or Bachelor’s degree preferred. Knowledge of banking products, services, operations, policies, procedures, and applicable financial industry regulations. Proficiency with Microsoft Office applications; Salesforce experience preferred. Strong client service, relationship management, and interpersonal skills. Excellent verbal and written communication abilities. Demonstrated ability to manage multiple priorities in a fast-paced environment. Strong organizational, time management, problem-solving, and prioritization skills. Ability to work collaboratively with clients, Relationship Managers, and cross-functional partners to deliver exceptional service. ****This is a remote role based in the New York City Metro areas.**** The estimated hourly pay range for this position is $35.00 USD to $40.00USD. Actual pay range may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-RK1 Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law. Being passionate about making a difference in people's lives is what working at Webster is all about. Since our founding in 1935, we've maintained a values-guided culture. Whether it’s helping someone buy their first home or build a business, you’ll be part of a caring team that goes above and beyond for our customers, communities and each other. Not finding the right fit? Let us know you're interested in a future opportunity by clicking Get Started below or create an account by clicking 'Sign In' at the top of the page to set up email alerts as new job postings become available that meet your interest!