Client Service Representative in New York, NY

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

Looking for a client service representative or a client service representative job?

Submit your resume or request talent now and our expert recruiters will be with you shortly.Robert Half can help you with your Client Service Representative staffing needs.
Salary for Client Service Representative in New York, NY
76440 - 141960
25th percentile
76440
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
111248
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
141960
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 176085 216011 253549 Manager of Operations – Financial Services 120120 149126 177450 Banking Operations Specialist 55624 83265 117390 Loan Processor 52553 62790 79170 Loan Administrator 45386 52553 63473 Mortgage Underwriter 83265 102716 134453 Mortgage Processor 44021 55283 74734 Trader/Sales Assistant 71663 88043 102716 Performance Analyst 79170 97256 119096
Tell us about the position
Permanent Placement Contract Talent
Contact information