Client Service Representative

Spectraforce Technologies; Florida; On-site; USD 42,000 - 64,000; Full time

Job summary

Spectraforce Technologies is seeking a Client Service Representative in Palm Beach, FL for a 3-month assignment with potential contract-to-hire based on performance and budget. You will provide administrative and client-service support for the banking platform and its clients, handling inquiries and financial servicing requests.

The role requires strong banking operations experience, meticulous attention to detail, and the ability to manage multiple service requests in a high-touch client

Qualifications

• Relevant experience in banking operations, personal banking, wealth management, or financial-services client support.
• Knowledge of banking operations, products, services, federal regulations, and banking guidelines is preferred.
• Strong client-service orientation and professional communication skills.
• Strong organizational, analytical, and problem-solving abilities.

Responsibilities

• Execute or submit client account-servicing requests within required time frames.
• Prepare wires, fund transfers, and other money-movement requests.
• Prepare documentation for new accounts, account closures, and maintenance.
• Maintain complete and accurate account records and supporting documentation.
• Research and resolve client inquiries and account-servicing issues.
• Handle cash transactions and daily balancing.
• Escalate risk, compliance, or documentation concerns as needed.
• Develop proficiency with banking applications and tools used for client servicing.

Skills

Banking operations

Client service

Communication

Attention to detail

Multi-tasking

Problem solving

Teamwork

Risk awareness

Tools

Banking platforms

Job description

Job Title: Client Service Representative

Location: 440 Royal Palm Way, Suite 102, Palm Beach, FL 33480

Duration: 3 months Assignment (Potential contract to hire - based on work performance, need and budget availability)

Shift/Hours: 40hours/week, Mon to Fri, 8:15am - 4:45pm

Work Model: 5 days onsite

Interview: 1 round (in-person), 2nd round (virtual)

Project Overview:

• Provide administrative, operational, and client-service support for the banking platform and its clients.
• This is a client-facing, contract-to-hire opportunity requiring strong banking operations experience, attention to detail, sound judgment, and the ability to manage multiple service requests accurately and within established time frames.

Candidate's Role:

• Under direct supervision, the Senior Personal Banker will deliver an exceptional client-service experience while supporting clients across a range of banking products and services.
• The individual will interact with clients in person, by telephone, and by email, responding to inquiries and providing requested information.
• The contractor will also execute or submit administrative and operational requests involving new and existing accounts, account maintenance, money movements, account closures, documentation, and client issue resolution.

Tasks & Responsibilities:

• Execute or submit client account-servicing requests within required time frames.
• Prepare and submit wires, fund transfers, and other money-movement requests.
• Prepare required documentation for new accounts, account closures, and account maintenance.
• Maintain complete and accurate account records and image supporting documentation.
• Research and help resolve client inquiries and account-servicing issues.
• Handle paying and receiving activities, including cash transactions and daily balancing.
• Follow Wealth Management Lobby Banking Operations policies and procedures.
• Coordinate with Relationship Management and NCSS teams to obtain the information required to complete client requests.
• Develop a strong understanding of the steps, documentation, and approvals associated with each servicing activity.
• Complete work in strict adherence to client Trust and Wealth Management risk management, compliance, and operational requirements.
• Promptly escal operational, risk, compliance, or documentation concerns to management.
• Develop proficiency with the business applications and online tools used for client and account servicing.
• Stay informed about platform and technology enhancements affecting partner and client service.
• Assist with the maintenance and servicing of safe deposit boxes, where applicable.
• Maintain knowledge of banking products, services, and compliance requirements to respond to client questions.
• Monitor banking reports and assist with banking audits as directed by the Manager.

Qualifications (must have):

• Relevant experience in banking operations, personal banking, private banking, wealth management, or financial-services client support.
• Knowledge of banking operations, products, services, federal regulations, and banking guidelines is strongly preferred.
• Strong client-service orientation and professional communication skills.
• Strong organizational, analytical, and problem-solving abilities.
• Ability to identify, research, and resolve client and operational requests.
• Ability to manage multiple priorities while maintaining accuracy and meeting deadlines.
• Sound critical-thinking skills and the ability to exercise appropriate judgment.
• Ability to work effectively both independently and as part of a team.
• Strong verbal and written communication skills.
• Comfortable working directly with clients in person, by telephone, and through email.

Ideal Candidate Profile:

Please prioritize candidates who have:

• Hands-on banking operations or account-servicing experience.
• Experience processing or supporting wires, transfers, account openings, closings, and maintenance.
• Direct client-service experience in a bank or financial-services environment.
• Familiarity with banking documentation, controls, risk, and compliance requirements.
• The professionalism and communication skills needed to support a high-touch client environment.
• The ability and interest to transition into a permanent position following a successful contract period.

Position is offered by a no fee agency.