Client Services Associate

CLIENT SERVICES ASSOCIATE | TENET ORGANIZATION LTD.  

 

JOIN THE FUTURE OF FINANCE AT TENET  

We are a regulated digital banking platform, providing a premier banking solution for the global technology ecosystem. By leveraging our team’s extensive experience in technology and finance, we aim to deliver an elegant financial platform that allows our clients to minimise the administrative burden of managing their capital accounts so they can focus on the success of their business.  

  

As we grow, we are seeking a Client Services Associate to help optimize our core client and transaction support infrastructure. 

 

WHY THIS ROLE MATTERS 

This role is the front line of Tenet's ongoing client experience. As a Client Services Associate, you’ll support clients with onboarding and active accounts, ensuring they feel confident, supported, and well served.  

 

You’ll be a trusted point of contact for day-to-day questions, platform guidance, and operational requests, while coordinating internally to resolve more complex needs involving compliance, payments, and account reviews. Your work directly impacts client satisfaction, retention, and trust. 

 

Beyond reactive support, this role plays a proactive part in keeping accounts healthy. You’ll help manage periodic reviews, spot patterns in client questions or friction points, and contribute to improving how we support clients at scale. 

 

This is an excellent role for someone who is client focused, detail oriented, and interested in how strong service, compliance, and fintech infrastructure come together to deliver a seamless client experience. 

 

WHAT YOU’LL DO 

Periodic Reviews & Ongoing Compliance Support 

• Complete periodic client and account reviews in line with regulatory requirements, ensuring accounts remain current and compliant.  

• Coordinate with clients and internal teams to collect, review, and update required documentation, track review cycles and flag overdue or incomplete items.  

• Support the onboarding team during periods of high volume or coverage needs by reviewing onboarding documentation for completeness and accuracy. 

 

Data & Documentation Management 

• Maintain accurate and up-to-date client records in CRM and internal systems, logging interactions, requests, and resolutions for visibility and continuity.  

• Contribute to internal knowledge bases, FAQs, and client-facing templates to reduce repeat queries and support consistent service delivery. 

 

Client & Internal Communication  

• Respond to day-to-day client inquiries via email and TenetOS, providing clear and professional communication on platform navigation, access issues, and general account questions.  

• Coordinate with compliance, legal, operations, and product teams to resolve more complex needs, escalating where appropriate. 

 

Process Execution & Continuous Improvement  

• Follow established client service workflows with consistency and care. Identify recurring client issues, friction points, or process inefficiencies and suggest improvements. 

•  Support reporting and metrics related to review cycles, inquiry resolution times, and service quality. 

 

WHAT MAKES YOU A GREAT FIT: 

• 1-3 years’ experience in an office, finance, operations, or an administrative role is advantageous  

• Experience or coursework in compliance, AML/KYC, financial regulation, or administrative record-keeping is advantageous 

• Ability to follow structured, detail-intensive processes with accuracy and consistency 

• Comfortable working with CRM systems, shared document platforms, or compliance tracking tools 

• Desire to work in a startup environment where things move fast and change often 

• Strong written communication skills — able to correspond professionally with clients to request or clarify documentation 

• Ability to manage a caseload of ongoing reviews and flag issues proactively without being prompted 

• An interest in regulatory compliance, financial services operations, or fintech infrastructure (experience in Web3/digital assets is a bonus, not a requirement, given the nature of this role) 

 
 JOIN US AT TENET 
 If you’re excited by the idea of working with trailblazing tech startups, VCs, and global innovators, all while leveraging cutting-edge technology to redefine banking, this is the perfect opportunity for you.