Client Services Representative II Job Miami area,Florida USA,Customer Service/HelpDesk

We are seeking Client Services Representative II to support brokerage and custody client service teams in a high-volume, fast-paced financial services environment. This is part of a large-scale onboarding initiative tied to revamped operations, with a structured ramp-up plan.

This role is ideal for candidates with prior experience in banking, financial services, or client-facing operational support who thrive in professional, detail-oriented environments.

Key Responsibilities

Provide day-to-day client service support for brokerage and custody operations teams
Process and support financial transactions including wires, check processing, asset movement, account setup, etc.
Handle client inquiries via phone and email, ensuring timely and accurate resolution
Partner with internal teams to ensure seamless execution of client requests and issue resolution
Utilize CRM systems to document interactions and track service requests
Support first-call/first-interaction resolution goals while maintaining high service quality
Maintain strict adherence to operational procedures, compliance standards, and service-level agreements
Contribute to a professional, client-focused team environment

Required Qualifications

2–4+ years of experience in:
Banking, Brokerage, or Financial services
Client service or operations support roles
Hands‑on experience with:
Wires, checks, asset transfers, or account opening
Strong written and verbal communication skills (phone + email)
Experience using CRM systems and managing client interactions
Ability to work in a B2B, professional services environment (non-investor facing)
High attention to detail and strong organizational skills
Reliable, professional, and client-focused mindset

Preferred Qualifications

Experience in financial operations, custody services, or transaction processing
Familiarity with brokerage or institutional client servicing environments
Finance-related degree or certifications (preferred but not required)

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.