Fundbank
A Client Services Specialist in the Business Development team serves as the primary point of contact for clients, ensuring seamless, responsive, and personalized interactions. The role involves building trusted relationships, coordinating requests across various bank departments, and resolving service issues to enhance the overall client experience. This position requires a client-first mindset with strong organizational skills to manage multiple priorities and support business growth.
FundBank is an institutional bank focused on serving the asset management industry, offering a full suite of institutional banking services backed by industry-leading technology. It provides scalable cash management, payments and operational banking solutions tailored to asset managers, fund sponsors and institutional investors. The firm emphasizes secure, compliance-focused platforms and specialized client service that integrate with fund operations and custody workflows. Clients choose FundBank for industry expertise, modern technology and solutions designed for fund treasury and operational needs.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Fundbank.
Fundbank didn’t post a salary, so this is our estimate from similar listings.
15% below the average for this role
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