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Customer Support
Customer Service Representative
Palm Beach, FL

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Dexian

Banking Customer Service Representative

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Job Description

Hiring:
Client Service Representative Location:
Palm Beach
FL 33480
-
Hybrid Pay Rate:
$19-$20/hour
Contract Duration:
3 Months contract-to-hire We are seeking an experienced Client Service Representative to provide client-facing banking operations and account-servicing support in a wealth management environment. This is a contract-to-hire opportunity requiring strong banking experience, attention to detail, sound judgment, and excellent client-service skills. Key Responsibilities Support clients in person, by phone, and via email with banking and account-related requests. Process wires, transfers, account openings, closures, and account maintenance. Prepare and maintain accurate client and account documentation. Research and resolve client inquiries and operational issues. Handle cash transactions, paying/receiving activities, and daily balancing. Coordinate with Relationship Management and internal teams to complete client requests. Follow banking policies, procedures, risk controls, and compliance requirements. Escalate operational, documentation, or compliance concerns when appropriate. Assist with banking reports, audits, and safe deposit box servicing as needed. Qualifications Experience in banking operations, personal/private banking, wealth management, or financial services . Hands-on experience with account servicing, wires, transfers, and account maintenance. Strong understanding of banking products, procedures, documentation, and compliance. Excellent communication and client-service skills. Strong organizational, analytical, and problem-solving abilities. Ability to manage multiple priorities while maintaining accuracy and meeting deadlines. Professional demeanor and ability to work independently and as part of a team. Interest in transitioning to a permanent position following the contract period. #FA Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/ 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.
Pay:
$19.00 - $20.00 per hour Expected hours: 40.0 per week
Work Location:
Hybrid remote in Palm Beach, FL 33480

Benefits

  • Dental Insurance