Client Service Specialist

Note:

This position is Hybrid (First 3 weeks onsite training – 5 days/week; then 3 days/week from office, 2 days/week from home). This position requires an active Series 7 / 6 / 63 / 66 / 65 license. Position Details:
Position:
Client Services Specialist Industry: Banking / Financial Services Job Duration: 9 Months (Potential Contract-to-Hire Opportunity)

Location:

Jacksonville, FL 32256 (Hybrid)

Schedule:

Monday – Friday (Business Hours) Pay Range: $44-$47/hour Pay Structure:
Bi-Weekly (Once every two weeks) Interview Process:
Video Interview – MS Teams Project Scope / Day-to-Day Responsibilities:
Service and support Investment and Banking clients through inbound and outbound phone interactions. Handle client requests and inquiries while providing exceptional customer service. Ensure compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements. Assist clients with banking and investment-related products and services. Resolve client issues from start to finish using a closed-loop resolution process. Escalate opportunities to Wealth Advisors, Lending Officers, and other business partners when appropriate.

Maintain accurate records and follow all regulatory and compliance guidelines. Manage client follow-up activities and support risk management initiatives.

Required Skills:

Active Series 6/63/66/66/7 License Strong customer service and client relationship management experience. Excellent verbal and written communication skills. Knowledge of financial services, investments, or banking products. Ability to multitask and work independently. Proficiency with MS Office (Excel, Outlook, Word).