Demo

Client Service Representative

Apex Systems
Orlando, FL Full Time
POSTED ON 2/15/2025
AVAILABLE BEFORE 5/11/2025

Job# : 2062993

Job Description :

Apex Systems, a World-Class Technology Solutions Provider, is seeking applicants for the below position on behalf of our client. Please apply if interested and qualified. Please note that only qualified candidates will be contacted.

Position :    Client Services Representative

Location : Laky Mary, FL (hybrid 3 days / week onsite)

Duration :   6-month contract possible extensions and / or opportunity to convert to full time

Pay Rate Range :    $20-$26 / hour

Project Description :   (Delete this if none and take out any client details that would give away client name)

Day to Day Responsibilities / typical day look like :

Selling Points for Candidates :

Requirements :

Plusses :

Project Overview :

Seeking a Client Service Representative to support a client in the financial services industry. This role involves business-to-business interactions; handling phone calls and emails professionally.

Responsibilities :

  • Address a range of inquiries from simple to complex, such as transferring assets, required paperwork, and status updates.
  • Utilize Customer Relationship Management software (, MS Dynamics, Bloomberg, Salesforce).
  • Use MS Suite tools including Outlook, Excel, and OneNote.

Required Experience :

  • Understanding of financial services with 2-3 years of experience, specifically in brokerage or custody.
  • Excellent communication and customer service skills.
  • Preferred Experience :

  • FINRA Series 6 or 7 licensing.
  • SIE (Securities Industry Essentials)
  • Please note that as a contract employee of Apex Systems, benefits include the below with employee contribution
  • Health
  • Dental
  • Vision
  • Life Insurance; Short Term Disability
  • Hospitalization Coverage
  • Direct Deposit
  • Weekly Pay Periods
  • Training and Development Programs
  • 401k
  • Referral Program
  • EEO Employer

    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. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or 844-463-6178.

    Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join 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 ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

    Salary : $20 - $26

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