Client Services Representative

Client Services Representative/Banker

Location: Palm Beach, FL

Duration: Contract 3/2025 - 7/2025, potential to extend or convert based on work performance, need and budget availability

Pay Rate: $19-20/hour

Work Model: Onsite 5 days/week

Hours: 8:15 am - 5 pm

Project Overview: Under direct supervision responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services.

Contractor’s Role: In this role, you will interact with clients in person, via telephone and email, responding to inquiries and providing information as requested. Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Primary activities may include establishing and/or submitting requests for new accounts, closing accounts, account maintenance, money movements, as well as addressing client inquiries.

Qualifications (must haves):

• 2-3 years of related experience
• Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred.
• Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests.
• Ability to think critically and to work well independently and as part of a team.
• Strong verbal and written communication skills.

Tasks & Responsibilities:

• Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
• Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.
• Develops a strong understanding of required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.
• Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with our Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.
• Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to our partner and client technology and/or systems in order to maintain highest standards of servicing.
• Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
• Keeps informed of new or existing products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship.
• Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.

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 employeeservices@apexsystems.com or 844-463-6178.