Client Services Specialist II - Banking & Brokerage Ops
Job in
Town of Florida, Montgomery County, New York, USA
Listed on 2026-10-14
Listing for:
Dexian
Full Time
position Listed on 2026-10-14
Job specializations:
-
Finance & Banking
Bank Customer Service, Banking & Finance, Business Administration -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
A financial services firm located in New York seeks a Client Services Representative II to support brokerage and custody teams. The role involves providing client service, processing financial transactions, and ensuring effective communication via phone and email. Ideal candidates have 2-4+ years of experience in banking or financial services, strong organizational skills, and attention to detail. This position offers a structured ramp-up plan, allowing for professional growth in a fast-paced environment.
Step into the Client Services Specialist II
- Banking & Brokerage Ops role at Dexian in Town of Florida, NY, United States and grow with us. As a Client Services Specialist II
- Banking & Brokerage Ops, you will play an important part at Dexian in Town of Florida, NY, United States. We invite applications for the Client Services Specialist II
- Banking & Brokerage Ops position located in Town of Florida, NY, United States.
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