Client Services Specialist II - Banking & Brokerage Ops

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

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.