Client Services Associate

Capital One Financial

Hybrid

Quick summary

Work type: Hybrid
Location: Plano, TXCharlotte, NCRichmond, VA
Salary: $66,700–$76,100 / yr
Posted: 4 days ago
Nearby: 99+ roles within 25 mi

Market check

Salary context

Below market

How this pay compares to similar roles

Similar $148k

This role $71k

$53k most similar roles pay here $194k

This role pays less than 99% of similar roles. Most pay $115,187–$180,006 — the shaded band above. At the midpoint, this role pays about $71k versus about $148k for comparable roles.

Based on 240 similar postings.

Employer

About Capital One Financial

Capital One Financial is a bank holding company specializing in credit cards, auto loans, banking, and savings products, known for its data-driven approach to consumer and commercial finance. Industry: Financial Services & Banking

Capital One Financial currently has 716 open roles on FindRole.

Listed pay typically runs $197,300–$225,100 across 709 roles with salary data.

Most-posted roles

View all roles at Capital One Financial

At a glance

TL;DR · Client Services Associate

Role Posting Log in to save

Join Capital One Commercial Operations as a Client Services Associate in a dynamic and fast-paced environment. This role involves managing client portfolios, handling inbound and outbound calls, and ensuring exceptional client experiences through proactive and reactive support. You will train team members on client-facing processes, collaborate across departments to resolve issues, and develop sustainable solutions to prevent future problems. The ideal candidate possesses strong communication skills, a positive mindset, and expertise in Capital One’s credit, deposit, and treasury management products. Familiarity with Microsoft Office or Google Suite is essential, along with 2+ years of experience in customer service or business process management, preferably including Treasury Management. This position requires adaptability to technological changes and the ability to work from a secure home office within 50 miles of designated hubs in Richmond, VA; Charlotte, NC; or Plano, TX.

Skills

MicrosoftOffice GoogleSuite TreasuryManagement MSPowerPoint MSExcel MWord Outlook Sheets Slides Docs

What you'll do

Manage a portfolio of CML clients and ensure their needs are met proactively.
Own the client experience in all interactions by providing detailed follow-through.
Train and support team members on client-facing processes to enhance service quality.
Resolve client issues by collaborating with internal partners across various teams.
Advocate for clients’ needs with internal stakeholders through thoughtful feedback.
Develop sustainable solutions to prevent repeat occurrences of complaints or problems.

What we're looking for

At least 2 years of experience in customer service or client services
Strong communication skills (verbal, written, presentation, and interpersonal)
Experience with Microsoft Office or Google Suite applications
Knowledge of Treasury Management products and services
Ability to manage a portfolio of commercial clients effectively
Proactive approach to problem-solving and issue resolution
Commitment to compliance with laws and regulations

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