Banking Client Support Specialist

Banking Client Support Specialist

The Banking Client Support Specialist will provide operational and client support within a financial services environment. This position is responsible for maintaining accurate account information, completing reconciliation activities, assisting with research requests, supporting compliance-related processes, and delivering high-quality service to clients, advisors, and internal teams. The ideal candidate will have banking operations experience, strong attention to detail, excellent communication skills, and the ability to manage multiple priorities while maintaining accuracy in a regulated environment.

Key responsibilities include:

• Complete daily, weekly, monthly, and quarterly reconciliation activities for banking and financial accounts.
• Support month-end close processes by preparing journal entries and maintaining required documentation.
• Research and resolve account discrepancies while identifying opportunities for process improvements.
• Assist with client and advisor requests, including account documentation, statements, verification requests, and historical information.
• Support required reporting activities and regulatory documentation processes.
• Respond to inbound client inquiries through phone, email, and secure communication channels.
• Process account updates and maintenance requests while ensuring accuracy and compliance.
• Assist with annual reporting tasks, including withholding and other required financial activities.
• Partner with internal departments to resolve issues and improve operational efficiency.
• Provide additional administrative and operational support as needed.

Qualifications include:

• 3+ years of experience in banking operations, financial services, customer service, or a related field.
• Experience with account maintenance, reconciliations, and researching account discrepancies.
• Strong communication, organization, and problem-solving skills with the ability to manage multiple priorities.
• Ability to handle confidential information while maintaining accuracy and compliance with established procedures.
• Proficiency with Microsoft Office Suite; experience with Jack Henry or similar banking platforms preferred.

Additional details include:

• Business casual work environment with a hybrid schedule (3 days onsite, 2 days remote) each week.
• Efficient interview process with the goal of quickly identifying the right candidate for the team.
• Dedicated 1:1 training and onboarding support from leadership and team members to ensure a smooth transition into the role.

Perks include:

• Opportunity to transition into a permanent position after successful completion of the contract period.
• Join a well-established, growing organization with a strong reputation in the financial services industry.
• Gain exposure to banking operations while working in a high-visibility role with opportunities to make an impact.
• Be part of a collaborative, team-focused culture that values support, communication, and professional growth.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request.