Client Service Representative

Apex Systems, a World-Class Technology Solutions Provider, is seeking applicants for the below position on behalf of our client. Please apply if interested and qualified. Please note that only qualified candidates will be contacted. Position: Client Services RepresentativeLocation: Laky Mary, FL (hybrid 3 days/week onsite) Duration: 6-month contract + possible extensions and/or opportunity to convert to full time Pay Rate Range: $20-$26/hourProject Overview: Seeking a Client Service Representative to support a client in the financial services industry. This role involves business-to-business interactions; handling phone calls and emails professionally.Responsibilities:Address a range of inquiries from simple to complex, such as transferring assets, required paperwork, and status updates.Utilize Customer Relationship Management software (e.g., MS Dynamics, Bloomberg, Salesforce).Use MS Suite tools including Outlook, Excel, and OneNote.Required Experience:Understanding of financial services with 2-3 years of experience, specifically in brokerage or custody.Excellent communication and customer service skills.Preferred Experience:FINRA Series 6 or 7 licensing.SIE (Securities Industry Essentials) *Please note that as a contract employee of Apex Systems, benefits include the below with employee contribution* Health Dental Vision Life Insurance; Short Term Disability Hospitalization Coverage Direct Deposit Weekly Pay Periods Training and Development Programs 401k Referral Program EEO EmployerApex 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. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.

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