Client Support Advisor

Advisory Support

Client Support Advisor

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  • Date posted
    May 23, 2026
  • Expiration date
    August 23, 2026
  • Application ends
    August 23, 2026

 

 

Our Client is seeking a Client Support Advisor – Banking & Treasury Services (Entry-Level) . Summary: You will launch (or grow) your career in financial services in a role that blends customer service, problem-solving, and hands-on exposure to banking and treasury products. You will support business clients as they use online banking and payment tools-helping them get unstuck, guiding them through processes, and building confidence with financial platforms. Why this role: This position offers hands-on exposure to real-world banking operations, payments, and cash management solutions-making it an ideal stepping stone for candidates looking to grow a career in finance, treasury services, or banking technology. This role starts as a contract position for one year with potential to convert to FTE with Kforce’s client thereafter. The role requires one day a month in office and can be performed remotely otherwise.

In this role, you will:

  • Provide friendly, professional, client-facing support by phone, email, and/or ticketing tools
  • Troubleshoot access and navigation issues within online banking (unlock accounts, password resets, MFA support, basic user administration)
  • Help clients understand and use depository products and services (e.g., checking/DDA, CDs, MMAs, account analysis basics, check clearing, mobile/remote deposit capture)
  • Assist with domestic and international wire payment navigation and research
  • Support cash management tools such as ACH services, bill pay, lockbox, positive pay, investment cash sweep, and select international services (letters of credit, foreign exchange, multi-currency accounts)
  • Provide basic support for merchant services and business debit/credit card products
  • Troubleshoot payment-related technical issues such as payment imports and file-related errors
  • Help identify potential fraud risks and assist with monitoring and resolution steps (including ACH blocks/filters)
Requirements
  • Bachelor’s degree in Economics, Finance, Business, or a related field preferred (or equivalent practical experience)
  • Strong customer service mindset-you enjoy helping others and keeping calm under pressure
  • We are looking for someone early in their career who’s great with people, loves solving problems, and wants to build deeper expertise in banking and treasury services
  • Proven problem-solving skills-you like figuring things out and can explain solutions clearly
  • Some exposure to financial services or banking (internship, teller/customer support, call center, operations support, or similar)
  • Clear, professional communication skills (written and verbal), with attention to detail
  • Comfortable learning new tools and processes, and willing to be client-facing

Plus (you’re excited to learn or build skill in these areas):

  • Online banking support (access issues, navigation, user maintenance, MFA)
  • Banking products and payment methods (ACH, wires, deposits, fraud prevention features)
  • Cash management tools (bill pay, lockbox, positive pay, cash sweep)
  • QuickBooks or accounting software integration troubleshooting
  • Payment imports/file troubleshooting and technical support habits
  • Are you interested in this position?

     

    Apply by clicking on the “Apply Now” button below!

     

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