Client Services - Client Service Representative

Apex Systems; Town of Florida (NY); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability insurance

401K with company match

ESPP

HSA

EAP with counseling

Discount programs

Job summary

Everforth Apex Systems in Palm Beach, FL is seeking a Client Service Representative to provide administrative, operational, and high-touch client service in a private banking setting. This onsite role supports high-net-worth clients and involves wires, transfers, and account servicing.

The position requires banking operations experience, meticulous attention to detail, and the ability to manage multiple service requests. Monday–Friday, 8:15 AM–4:45 PM, onsite with hands-on training.

Qualifications

• Experience in banking operations, personal/private banking, or financial services client support.
• Direct experience with cash handling is required.
• Experience processing wires, transfers, and account servicing requests.
• Knowledge of banking documentation, compliance processes, and risk controls.
• Strong client-service orientation and professional communication skills.
• Professional demeanor for a high-touch client environment.
• Ability to work independently and in a team.

Responsibilities

• Provide customer-facing banking support in a private banking environment.
• Handle new account servicing, maintenance, and closing activities.
• Process money movements, including wires and transfers.
• Manage cash handling responsibilities and a personal cash drawer.
• Ensure adherence to banking documentation, risk awareness, and audit support protocols.
• Build and maintain relationships with high-net-worth clients.
• Research and help resolve client inquiries and account-servicing issues.
• Coordinate with internal teams to obtain information required to complete client requests.

Skills

Banking operations

Cash handling

Wire transfers

Risk controls

Client service

Communication

Teamwork

Job description

Job Description:

Client Services - Client Service Representative

Job#: 3052754

Location: Palm Beach, Florida (Onsite)

Role Overview

We are seeking a Client Service Representative to provide administrative, operational, and client-service support within a private banking environment. This is a client-facing role requiring banking operations experience, attention to detail, and the ability to manage multiple service requests. The position is located onsite in Palm Beach, FL, and offers the potential for conversion to a permanent role based on performance.

Key Responsibilities

• Provide customer-facing banking support in a private banking environment.
• Handle new account servicing, maintenance, and closing activities.
• Process money movements, including wires and transfers.
• Manage cash handling responsibilities and a personal cash drawer.
• Ensure adherence to banking documentation, risk awareness, and audit support protocols.
• Build and maintain relationships with high-net-worth clients.
• Research and help resolve client inquiries and account-servicing issues.
• Coordinate with internal teams to obtain information required to complete client requests.

Required Qualifications

• Experience in banking operations, personal banking, private banking, or financial services client support.
• Direct experience with cash handling is required.
• Experience processing wires, transfers, and account servicing requests.
• Knowledge of banking documentation, compliance processes, and risk controls.
• Strong client-service orientation and professional communication skills.
• A professional demeanor suited for a high-touch client environment.
• Ability to work effectively both independently and as part of a team.

Preferred Qualifications

• Approximately 2–5+ years of banking experience is considered beneficial.
• An energetic and personable attitude with strong client relationship skills.
• Comfortable working directly with clients throughout the day.

Work Environment

• This position is fully client-facing and located in the lobby area.
• The work schedule is Monday–Friday, from 8:15 AM to 4:45 PM.
• This role involves a hands-on training and shadowing process.

Benefits Overview

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Equal Opportunity Employment – Statement 1

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

ADA Accommodation Contact

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

Other Information

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc. NYSE: EFOR 4400 Cox Road Suite 200 Glen Allen, Virginia 23060 Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.