Client Services - Client Service Representative

Job#: 3052754

Job Description:

Senior Personal Banker

Position Overview

Apex Systems is seeking a Senior Personal Banker to provide administrative, operational, and client-service support within a banking environment. This is a client-facing, contract-to-hire opportunity requiring strong banking operations experience, attention to detail, sound judgment, and the ability to accurately manage multiple service requests within established service levels.

The ideal candidate will possess a strong understanding of banking operations, client servicing, account maintenance, and regulatory requirements while delivering a high-touch client experience.

Key Responsibilities

• Deliver exceptional client service through in-person, phone, and email interactions.
• Execute and process client account servicing requests within established service-level expectations.
• Prepare and submit wire transfers, fund transfers, and other money movement requests.
• Support account opening, maintenance, and closure activities.
• Maintain complete and accurate account records and supporting documentation.
• Research and resolve client inquiries, account issues, and operational requests.
• Process paying and receiving activities, including cash transactions and daily balancing activities.
• Ensure all banking activities comply with established operational, risk, and compliance procedures.
• Coordinate with relationship managers and internal service teams to gather information required to complete client requests.
• Develop expertise in banking products, operational procedures, documentation requirements, and approval workflows.
• Monitor banking reports and assist with internal audits and operational reviews as needed.
• Escalate operational, compliance, risk, or documentation concerns to leadership in a timely manner.
• Utilize internal banking systems and tools to support client servicing activities.
• Remain current on platform enhancements, technology updates, and procedural changes affecting client service.
• Assist with safe deposit box maintenance and servicing activities where applicable.

Required Qualifications

• Experience in banking operations, personal banking, private banking, wealth management, retail banking, or financial services client support.

• Strong understanding of banking products, services, operational processes, and client servicing activities.

• Experience supporting:

• Account opening

• Account maintenance

• Account closures

• Wire transfers

• Funds movement

• Account servicing requests

• Strong client service orientation and relationship management skills.

• Excellent verbal and written communication skills.

• Strong organizational skills with exceptional attention to detail.

• Analytical and problem-solving abilities with the capacity to research and resolve client requests independently.

• Ability to manage multiple priorities while maintaining accuracy and meeting deadlines.

• Strong critical thinking and decision-making skills.

• Ability to work independently and as part of a collaborative team environment.

• Comfortable interacting directly with clients in person, by phone, and through email correspondence.

Preferred Qualifications

• Previous experience in:

• Wealth Management

• Private Banking

• Retail Banking Operations

• Client Service Associate roles

• Financial Services Operations

• Knowledge of:

• Banking regulations

• Risk management practices

• Banking controls and compliance requirements

• Operational audit processes

• Experience supporting high-net-worth or affluent clients.

• Experience working within highly regulated financial services environments.

Ideal Candidate Profile

Successful candidates will have:

• Hands-on banking operations and account servicing experience.
• Experience processing wires, transfers, account openings, account maintenance, and account closures.
• Strong customer-facing experience within a banking or financial services environment.
• Familiarity with banking documentation, risk management, controls, and compliance requirements.
• Excellent professionalism, communication skills, and attention to detail.
• Interest in transitioning into a long-term or permanent opportunity following a successful contract period.

Work Environment

• Client-facing banking environment
• Fast-paced, detail-oriented setting
• Collaborative team atmosphere
• Opportunity for contract-to-hire conversion based on performance and business needs

This role is ideal for a banking professional who enjoys client interaction, operational problem solving, and supporting customers through a wide variety of banking and account servicing activities.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

Palm Beach, FL, US

Job Type:

Date Posted:

September 18, 2026

Pay Range:

$19 - $20 per hour

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