Client Services Representative II

Dexian; Town of Florida (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm located in New York seeks a Client Services Representative II to support brokerage and custody teams. The role involves providing client service, processing financial transactions, and ensuring effective communication via phone and email. Ideal candidates have 2-4+ years of experience in banking or financial services, strong organizational skills, and attention to detail. This position offers a structured ramp-up plan, allowing for professional growth in a fast-paced environment.

Qualifications

• 2–4+ years of experience in Banking, Brokerage, or Financial services.
• Strong client service or operations support experience.
• Hands-on experience with financial transactions.

Responsibilities

• Provide day-to-day client service support.
• Process financial transactions including wires and checks.
• Handle client inquiries via phone and email.

Skills

Banking experience

Client service

Attention to detail

Organizational skills

Communication skills

Education

Finance-related degree or certifications

Tools

CRM systems

Job description

We are seeking Client Services Representative II to support brokerage and custody client service teams in a high-volume, fast-paced financial services environment. This is part of a large-scale onboarding initiative tied to revamped operations, with a structured ramp-up plan.

This role is ideal for candidates with prior experience in banking, financial services, or client-facing operational support who thrive in professional, detail-oriented environments.

Key Responsibilities

• Provide day-to-day client service support for brokerage and custody operations teams
• Process and support financial transactions including wires, check processing, asset movement, account setup, etc.
• Handle client inquiries via phone and email, ensuring timely and accurate resolution
• Partner with internal teams to ensure seamless execution of client requests and issue resolution
• Utilize CRM systems to document interactions and track service requests
• Support first-call/first-interaction resolution goals while maintaining high service quality
• Maintain strict adherence to operational procedures, compliance standards, and service-level agreements
• Contribute to a professional, client-focused team environment

Required Qualifications

• 2–4+ years of experience in: Banking, Brokerage, or Financial services
• Client service or operations support roles
• Hands‑on experience with: Wires, checks, asset transfers, or account opening
• Strong written and verbal communication skills (phone + email)
• Experience using CRM systems and managing client interactions
• Ability to work in a B2B, professional services environment (non-investor facing)
• High attention to detail and strong organizational skills
• Reliable, professional, and client-focused mindset

Preferred Qualifications

• Experience in financial operations, custody services, or transaction processing
• Familiarity with brokerage or institutional client servicing environments
• Finance-related degree or certifications (preferred but not required)

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.