- Serve as primary point of contact through phone chat email delivering timely guidance on products including CD MMA high-yield savings online account onboarding
- Support customers with digital access issues authentication challenges login support administrative requests within digital channels
- Provide concierge-level guidance through online account opening funding processes
Client Services Associate - Plano - Beal
Description
Client Services Associate
About Beal
Beal is pioneering the future of banking and money movement - faster, more efficient, and built for the modern financial ecosystem. As a profitable institution that combines strength with forward-thinking innovation, we are building a strong team to challenge assumptions and pursue smarter solutions.
We focus on modern banking services that help businesses optimize operations and enable technology platforms to embed seamless financial capabilities. If you are motivated by building secure, intentional, and future-ready banking infrastructure, explore opportunities at Beal.
Pivotal Role in Mission
The Client Services Associate plays a pivotal role in serving our clients as trusted experts across traditional products an expanding suite of digital services.