Client Service Representative

Admin/Customer Service Representative

Role: Admin/Customer Service Representative

Duration: 4-month contract with potential to extend and/or convert

Location: North Palm Beach, FL 33408

Work Model: Onsite 5 days, Monday - Friday

Hours: 8:15 am - 5 pm EST

Interview: 1 Round

Overall Project: Provide admin/customer service support for the banking platform and clients.

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

Experience Level: Mid to Senior

Qualifications:

• 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:

Major Duties:

1. 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.
2. 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.
3. 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.
4. 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 organization and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.
5. 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 partner and client technology and/or systems in order to maintain highest standards of servicing.
6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
7. 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.
8. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.

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.

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.

Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.