Client Services Associate

Capital One

Client Services Associate responsible for client experience and support in Capital One's Commercial Ops division. Engaging with commercial clients to address their servicing needs and deliver exceptional support.

Posted 6/24/2026full-timePlano • North Carolina, Texas, Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $66,700 - $76,100 per yearWebsite

About the role

Key responsibilities & impact

Complete inbound and outbound phone calls daily
Own the client experience in all interactions including detailed follow through
Train and support Associates on partner teams on client facing processes that support the client experience
Manage a portfolio of CML clients
Execute job duties following policies, standards and/or procedures within target turnaround times and quality levels
Bring awareness to management of any constraints or concerns
Keep internal and external stakeholders informed of status, risks and issues to delivery
Work with partners when complaints, problems and/or issues arise to drive root cause and identify sustainable, repeatable solutions
Make it easy for a client to interact with Capital One
Learn and become an expert in Capital One credit, deposit, and treasury management products and services
Research and learn about your client’s industry, business, and individual banking needs
Collaborate within and across teams and organizations to analyze and resolve client issues
Advocate for client’s needs with internal stakeholders by providing feedback
Develop effective solutions for clients when issues arise
Represent Support with internal partners and clients
Develop solutions to problems based on subject matter expertise and research

Requirements

What you’ll need

High School Diploma, GED or equivalent certification
At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
At least 1 year of experience in customer service, client services, business process management or project management
Bachelor’s Degree or Military experience (preferred)
2+ years of experience in customer service, client services, business process management or project management (preferred)
2+ years of experience with Treasury Management (preferred)

Benefits

Comp & perks

performance based incentive compensation
comprehensive health benefits
competitive set of health, financial and other benefits that support your total well-being

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer serviceclient servicesbusiness process managementproject managementTreasury ManagementMicrosoft OfficeGoogle Suite

Soft Skills

client experiencecommunicationcollaborationproblem-solvingadvocacytrainingsupportresearch

Certifications

High School DiplomaGED