Senior Associate, Client Service Onboarding

Capital One

. Act as project manager and primary point of contact for new client and new product setups .

Posted 9/30/2026full-timeUnited StatesSenior💰 $80,800 - $92,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in project management and client relationship management, with a strong focus on Treasury Management products and services. Proficient in coordinating implementation activities and developing effective solutions to meet client needs.

Highest-signal resume keywords

Project ManagementTreasury Management ExperienceClient Relationship ManagementMicrosoft Office SuiteExceptional Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementBusiness Process ManagementTreasury Management ProductsImplementation PlanningProduct Testing CoordinationClient TrainingProblem ResolutionResearch and AnalysisSolution DevelopmentCustomer Service

Soft Skills

Interpersonal CommunicationPresentation SkillsClient-First Work Ethic

Tools & Technologies

Microsoft OfficeGoogle Suite

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Capital OneClient Needs AdvocacyStakeholder CoordinationService RecoveryQuality Standards

About the role

Key responsibilities & impact

Act as project manager and primary point of contact for new client and new product setups
Define and manage implementation activities
Create and manage implementation project plans
Coordinate internal, client, and vendor stakeholders for timely execution
Coordinate and execute product testing activities
Liaise with Commercial Bank business partners and external vendors
Lead client training activities for new products and services
Learn and become an expert in Capital One credit, deposit, and treasury management products
Resolve client needs proactively and reactively
Execute duties according to policies, standards, procedures, turnaround times, and quality levels
Escalate constraints and concerns to management
Investigate complaints, problems, and issues; identify root causes and sustainable solutions
Research clients’ industries, businesses, and banking needs
Advocate for client needs with internal stakeholders
Develop effective solutions and recover service issues to delight clients
Represent Treasury Management Operations with internal partners and clients
Develop treasury management solutions using subject matter expertise and research
Work on requested projects
Own individual development

Requirements

What you’ll need

High School Diploma, GED or equivalent certification
At least 2 years of experience in customer service, business process management or project management
At least 2 years of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
Secure home office environment free from background noise and distractions
Reliable private internet connection not supplied via cellular data or hotspot
Password-protected private network with ownership or line of sight to every device
Cable or fiber internet service provider
Minimum 5 Mbps ISP download speed on VPN; 10+ Mbps preferred
No hotspot or satellite internet services
Must live within approximately 50 miles of a hub in Richmond, VA; Charlotte, NC; Plano, TX; or Jericho, NY
Must be comfortable coming in person whenever required with no less than 24 hours’ notice
Capital One will not sponsor a new applicant for employment authorization for this position
Preferred: Bachelor’s Degree or military experience
Preferred: 3+ years of customer service, business process or project management experience
Preferred: 3+ years of experience with Treasury Management
Exceptional verbal, written, presentation, and interpersonal communication skills
In-depth technical knowledge of Treasury Management products
Client-first work ethic and ability to balance risk with client experience

Benefits

Comp & perks

Performance-based incentive compensation, which may include cash bonuses and/or long-term incentives (LTI)
Comprehensive health, financial, and other benefits supporting total well-being
Virtual work-from-home arrangement
Flexible work-from-home setup with approved hardwire or WiFi internet connections
Equal opportunity and inclusive workplace
Reasonable workplace accommodations