Position Overview
About the Opportunity
A leading financial services organization in Minneapolis is seeking an Account Associate to support mortgage document custody operations and client relationship management. This position is ideal for candidates with strong customer service, administrative, and account management experience who enjoy working in a highly collaborative, professional environment.
As an Account Associate, you will serve as a primary point of contact for external mortgage clients and internal business partners while supporting relationship management activities, reporting, account administration, and issue resolution.
Key Responsibilities
+ Serve as the main point of contact for assigned clients.
+ Communicate daily with clients via phone and email.
+ Respond to inquiries, explain reports, and resolve issues professionally and efficiently.
+ Support Relationship Managers with ongoing client needs and escalations.
+ Set up, maintain, ...