Client Service Representative
2 weeks ago
Job Title: Client Service Representative Location: 11301 U.S. Hwy One, North Palm Beach, FL 33408 Duration: 3 months Assignment, Potential Temp to Hire - based on work performance, need and budget availability Shift/Hours: 40hours/week, 8:15am - 5:00pm Work Model: Onsite everyday M-FOverall 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. 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 client and Wealth Management 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 client 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 client and Wealth Management 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. 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. Position is offered by a no fee agency.
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Client Service Representative
5 days ago
North Palm Beach, FL, United States KellyMitchell Group Full timeJob Summary: Our client is seeking a Client Service Representative to join their team! This position is located in North Palm Beach, Florida. Duties: Execute and submit client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining...
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Client Service Representative
2 weeks ago
West Palm Beach, Florida, United States Vaco by Highspring Full time $40,000 - $80,000 per yearVaco is hiring aClient Service RepresentativeLocation: West Palm Beach, FLCompensation: $20/hourPosition Summary:We are looking for an enthusiastic, customer-oriented representative to support our brand. The CSR will handle day-to-day communication with salons, distributors, and end customers, manage orders and returns, and assist with social media...
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Client Service Representative
3 weeks ago
West Palm Beach, United States Vaco Full timeVaco is hiring a Client Service Representative Location: West Palm Beach, FL Compensation: $20/hour Position Summary: We are looking for an enthusiastic, customer-oriented representative to support our brand. The CSR will handle day-to-day communication with salons, distributors, and end customers, manage orders and returns, and assist with social media...
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Client Service Representative
1 week ago
North Palm Beach, United States Northern Trust Full timeClient Service Representative (contract) Employer: Northern Trust Overall Project: Provide admin/customer service support for the banking platform and clients. Contractor's Role: Admin/Customer Service Rep. Under direct supervision, responsible for delivering an exceptional client service experience while servicing clients with a full range of banking...
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Client Service Representative
5 days ago
Hermosa Beach, United States VCA Full timeClient Service RepresentativeWe are seeking an experienced Client Service Representative to join our team.At VCA Hermosa Animal Hospitals, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously.With every opportunity, we aim to exceed each pet owner’s expectations.We’re looking for a...
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Client Service Representative
3 weeks ago
Apollo Beach, United States GoodVets Full timeGoodVets is a nationwide network of modern animal hospitals, co-owned with local veterinarians who are passionate about delivering gold-standard care. We sit at the intersection of quality-first medicine and people-first culture, providing a supportive, growth-minded environment for our teamsand unparalleled service for today's pet parents. The Opportunity:...
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Client Service Representative
3 weeks ago
Delray Beach, United States GoodVets Full timeGoodVets is a nationwide network of modern animal hospitals, co-owned with local veterinarians who are passionate about delivering gold-standard care. We sit at the intersection of quality-first medicine and people-first culture, providing a supportive, growth-minded environment for our teamsand unparalleled service for today's pet parents. The Opportunity:...
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Client Service Representative
3 days ago
Virginia Beach, Virginia, United States FI Incorporated Full timeWe are a fast-growing event marketing and fundraising firm in Virginia Beach that partners with national nonprofit organizations to support meaningful causes through community-based events and outreach campaigns.We're looking for motivated, outgoing, and reliable individuals to join our team as Entry-Level Client Service Representatives. This is the perfect...
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Client Service Representative
2 weeks ago
Huntington Beach, United States Element Full timeClient Services Representative Element has an exciting opportunity for a Client Services Representative to join our growing team. This individual will play a key role in building client loyalty by developing and managing relationships with both new and existing customers. The Client Services Representative will monitor and track orders to ensure on-time...
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Client Service Representative
2 weeks ago
Huntington Beach, United States USA Jobs Full timeClient Services Representative Element has an exciting opportunity for a Client Services Representative to join our growing team. This individual will play a key role in building client loyalty by developing and managing relationships with both new and existing customers. The Client Services Representative will monitor and track orders to ensure on-time...
