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Client Service Representative
Job Description
Position Summary The organization is seeking a Client Service Representative to provide essential administrative, operational, and client-support functions within a banking environment. This contract-to-hire role requires delivering exceptional service to clients while managing a variety of banking requests with accuracy and efficiency. The ideal candidate will support both new and existing accounts, ensuring compliance, proper documentation, and prompt resolution of client inquiries, all while demonstrating strong banking operations knowledge and professional communication skills. Key Responsibilities Process and submit client account servicing requests within designated time frames. Prepare and execute wires, fund transfers, and other money-movement transactions. Compile and manage documentation for new accounts, account closures, and account maintenance. Maintain comprehensive and accurate account records, including supporting documentation. Research and resolve client inquiries and account-related issues efficiently. Manage cash transactions, including deposits, withdrawals, and daily reconciliation. Follow organization's policies and procedures related to bank operations. Collaborate with internal teams to obtain information required for completing client requests. Develop a clear understanding of the procedures, documentation, and approvals necessary for various servicing activities. Adhere strictly to organizational risk management, compliance, and operational standards. Escalate operational, risk, or compliance concerns to management promptly. Gain proficiency in business applications and online tools used for account and client servicing. Stay current on platform and technology updates impacting service delivery. Assist with the maintenance and servicing of secure deposit boxes, where applicable. Maintain knowledge of banking products, services, and compliance to effectively respond to client questions. Monitor banking reports and assist with audits as directed. Required Qualifications Relevant experience in banking operations, personal banking, private banking, wealth management, or financial-services client support. Knowledge of banking products, services, federal regulations, and banking guidelines. Strong client-service orientation and professional communication skills. Excellent organizational, analytical, and problem-solving abilities. Ability to identify, research, and resolve client and operational requests. Capacity to manage multiple priorities with accuracy and timeliness. Sound critical-thinking skills and exercise of appropriate judgment. Ability to work independently and as part of a team. Strong verbal and written communication skills. Comfort working directly with clients via in person meetings, telephone, and email. Preferred Qualifications Hands-on experience with banking operations or account servicing. Experience processing wires, transfers, account openings, closings, or maintenance. Direct client-service experience in a banking or financial-services setting. Familiarity with banking documentation, controls, risk management, and compliance standards. Professional demeanor with effective communication skills suitable for a high-touch client environment. Interest and ability to transition into a permanent role after a successful contract. 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.
Benefits
- Dental Insurance