Customer Service Representative

Job Summary

Our client is seeking a Client Service Representative to join their team! This position is located in North Palm Beach, Florida.

• 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 accurate and complete account records, imaging documents, and researching client issues.
• Handle paying and receiving activities, including cash transactions and daily balancing activities, while fully understanding and adhering to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.
• Develop strong understanding of the required steps involved in each request, communicating with relationship management and NCSS teams as needed to obtain information necessary to properly execute requested activities.
• Maintain strong understanding of policies and procedures, addressing the requirements of each activity in a timely manner and in strict adherence with company and Wealth Management Risk Management and Compliance guidelines, promptly escalating any issues or concerns to management.
• Develop strong knowledge of various business applications critical to client and account servicing, including online tools, and actively seek to expand knowledge of the latest enhancements to company partner and client technology and systems to maintain the highest standards of service.
• Assist with the maintenance and servicing of Safe Deposit Boxes in offices where available.
• Stay informed of new and existing company and Wealth Management products, services, and compliance requirements to respond to client inquiries and assist in recommending services that help expand overall client relationships.
• Monitor banking reports and provide assistance with banking audits as directed by the Team Leader or Manager.

• Knowledge of federal regulation banking guidelines and 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 resolve requests.
• Ability to think critically and to work well independently and as part of a team.
• Strong verbal and written communication skills.
• Employee-Owned Profit Sharing (ESOP).
• 401K offered.

$12.00/hr - $17.13/hr

Associate

Contract

Consulting, Information Technology, and Other

IT Services and IT Consulting