Client Service Associate

Fiserv

Client Service Associate supporting daily operations for cash products at Fiserv. Responsibilities include transaction processing, client inquiries, and operational improvements.

Posted 5/27/2026full-timeRemote • Idaho, New York, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $120,000 - $198,000 per yearWebsite

About the role

Key responsibilities & impact

Lead/assist in processing of daily transactions for all cash programs
Monitor money movements
Answer any/all investor inquiries expeditiously and accurately
Coordinate with Sales and the custodian during the client on-boarding process
Gather information and necessary documents for external audit confirmations
Perform data entry of bank statements into SCCM’s proprietary system for reconciliation
Assist with interest rate variance analysis and coordinate with bank team on discrepancies

Requirements

What you’ll need

Bachelor's Degree or equivalent (any discipline)
Prior experience working in a Trade Support or Trading Operations function
Exposure to basic accounting and finance
A team player who enjoys working in a collaborative, and entrepreneurial environment
Self-starter who takes the initiative to suggest process improvements and address needs
Understanding of the basic bank terms and settlement procedures
Strong proficiency in MS Excel
Strong commitment to excellence and attention to details
Strong time-management skills and the ability to manage multiple tasks simultaneously

Benefits

Comp & perks

Annual incentive opportunity delivered as a mix of cash bonus and equity awards

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

data entryinterest rate variance analysisaccountingfinancereconciliation

Soft Skills

team playercollaborativeentrepreneurialself-starterprocess improvementattention to detailtime management

Certifications

Bachelor's Degree