Client Services - Client Service Representative

Job#: 3058541

Job Description:

Client Service Representative

Location: Chicago, Illinois or Tempe, Arizona (On-site 5 days a week)

Role Overview

An established financial services institution seeks a Client Service Representative to join the Banking Operations team. Under direct supervision, the selected candidate will facilitate the timely and accurate handling of account holder inquiries. Operating within a high-volume contact center, the representative will support key institutional clients by resolving inquiries and executing critical transactional requests.

Key Responsibilities

• Manage inbound and outbound client inquiries in a professional and timely manner.
• Log all client communications and research findings in the CRM database with detailed accuracy.
• Perform functional transaction processing, including ACH transfers, stop payments, and wire transfers, without monetary errors.
• Identify customer needs, research complex issues, and deliver appropriate solutions or alternatives.
• Maintain comprehensive system access and process knowledge for all assigned client programs.
• Collaborate effectively within a team environment while managing individual responsibilities independently.
• Provide precise transaction data to clients to mitigate operational risk.

Required Qualifications

Education: A high school diploma or equivalent is required.

Experience: A minimum of one year of experience in a bank, financial institution, or financial services organization is required, alongside at least two years of experience in a high-volume call center environment.

Technical Skills: Proficiency in Microsoft 365 applications, including Outlook and Teams, is required. Familiarity with CRM software, database systems, and banking terminology-specifically investments, redemptions, ACH processing, and wire transfers-is highly preferred.

Preferred Qualifications

• Excellent verbal and written communication skills with strong active listening capabilities.
• Proven ability to manage challenging client situations with minimal assistance.
• High adaptability to fast-paced environments and diverse communication styles.
• Strong multitasking abilities with effective time management skills.

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:

Chicago, IL, US

Job Type:

Date Posted:

November 9, 2026

Pay Range:

$20 - $21 per hour

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