Client Service Representative
Spectraforce Technologies Inc
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.
- 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.
- 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 escalate 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.
- 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.
- 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.
Vacancy posted 2 days ago
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