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Client Service Representative in Fort Lauderdale, FL

Client Service Representative Job Description

Client service representatives should have experience working with financial instruments and proficiency in Microsoft Office tools and database technology. Candidates must be strong communicators with proven customer service skills. A bachelor’s degree in finance or business is required. Many firms look for candidates with at least one year of experience working in the financial services industry.

Typical client service representative duties include:

Resolving client service issues thoroughly and courteously Helping clients with deposits and withdrawals, transfers, and other account activity Informing clients about product availability and attributes Helping to develop client service systems, policies, and procedures Coordinating with other customer service divisions to drive client satisfaction

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Salary for Client Service Representative in Fort Lauderdale, FL
61600 - 114400
25th percentile
61600
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
89650
The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.
75th percentile
114400
The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.
Projected salaries for related positions Position title 25th percentile 50th percentile 75th percentile Director of Operations – Financial Services 141900 174075 204325 Manager of Operations – Financial Services 96800 120175 143000 Banking Operations Specialist 44825 67100 94600 Loan Processor 42350 50600 63800 Loan Administrator 36575 42350 51150 Mortgage Underwriter 67100 82775 108350 Mortgage Processor 35475 44550 60225 Trader/Sales Assistant 57750 70950 82775 Performance Analyst 63800 78375 95975

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