Administrative - Client Services I

Client Services Representative

We are seeking a detail-oriented Client Services Representative to support multiple operations teams responsible for investment management, banking, and loan products throughout the lifecycle of client accounts. This position plays a critical role in ensuring operational accuracy, regulatory compliance, and exceptional client service across a variety of financial services functions.

Key Responsibilities

• Perform high-volume data entry and review sensitive client information across multiple systems.
• Support account administration activities including account openings, maintenance, and account closings.
• Process activities related to KYC, securities transactions, cash management, fees, taxes, reconciliations, and records management.
• Manage documentation through scanning, filing, storage, and record retention processes.
• Process incoming and outgoing mail, including checks, loan documentation, statements, and client correspondence.
• Assist with various operational and business support projects.
• Ensure accuracy, completeness, and timeliness of all assigned work.
• Collaborate effectively with internal teams to support daily business operations.

Required Qualifications

• 1-2 years of data entry experience.
• 1-2 years of banking, financial services, or related industry experience.
• High School Diploma or equivalent.
• Strong attention to detail with the ability to process critical information accurately and efficiently.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office applications.
• Strong organizational and time-management skills with the ability to prioritize multiple tasks.
• Ability to work in a fast-paced, deadline-driven environment.
• Ability to work both independently and as part of a team.

Preferred Qualifications

• Experience supporting fiduciary, trust, wealth management, or related financial services operations.
• Associate's or Bachelor's degree preferred but not required.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

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.

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 View email address on click.appcast.io or View phone number on click.appcast.io. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.