Client Services Representative

Job Summary:

Our client is seeking a Client Service Representative to join their team! This role is located in Palm Beach, FL.

Duties:

• Execute and/or submit 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
• Handle paying and receiving activities, including cash transactions and daily balancing activities
• Fully understand and adhere to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet
• Develop 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
• Maintain a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with the company and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management
• Develop 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 company 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

Desired Skills/Experience:

• 2 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.

Benefits:

• Medical, Dental, & Vision Insurance Plans
• 401K offered

$12.72 - $18.17 (est. hourly rate)