Date Posted: 09/18/2026
Hiring Organization: Rose International
Position Number: 507756
Industry: Financial Services
Job Title: Client Service Representative Banking Operations
Job Location: Palm Beach, FL, USA, 33480
Work Model: Onsite
Shift: M-F, 8am - 5pm
Employment Type: Temp to Hire
FT/PT: Full-Time
Estimated Duration (In months): 10
Min Hourly Rate($): 21.00
Max Hourly Rate($): 23.00
Must Have Skills/Attributes: Banking/Financial, Client services, PeopleSoft
Experience Desired: Banking Operations Experience (5 yrs); Client Service Orientation (5 yrs); Organizational & Analytical Ability (5 yrs); Research & Resolution Skills (5 yrs); Teamwork & Independence (5 yrs)
Required Minimum Education: High School Diploma or equivalent
**C2C is not available**
Job Description
Required Education
• High School Diploma
Required Skills
• Relevant experience in banking operations, personal banking, private banking, wealth management, or financial-services client support
• Strong client-service orientation and professional communication skills
• Strong organizational, analytical, and problem-solving abilities
• Ability to identify, research, and resolve client and operational requests
• Ability to manage multiple priorities while maintaining accuracy and meeting deadlines
• Sound critical-thinking skills and the ability to exercise appropriate judgment
• Ability to work effectively both independently and as part of a team
• Strong verbal and written communication skills
• Comfortable working directly with clients in person, by telephone, and through email
Preferred:
• Knowledge of banking operations, products, services, federal regulations, and banking guidelines
Candidate Profile Priorities (for the Agency):
1. Hands-on banking operations or account-servicing experience
2. Experience processing or supporting wires, transfers, account openings, closings, and maintenance
3. Direct client-service experience in a bank or financial-services environment
4. Familiarity with banking documentation, controls, risk, and compliance requirements
5. Professionalism and communication skills needed to support a high-touch client environment
6. Ability and interest to transition into a permanent position following a successful contract period
Under direct supervision, the Senior Personal Banker will deliver an exceptional client-service experience while supporting clients across a range of banking products and services. The individual will interact with clients in person, by telephone, and by email, responding to inquiries and providing requested information. The contractor will also execute or submit administrative and operational requests involving new and existing accounts, account maintenance, money movements, account closures, documentation, and client issue resolution.
Tasks & Responsibilities:
• Execute or submit client account-servicing requests within required time frames
• Prepare and submit wires, fund transfers, and other money-movement requests
• Prepare required documentation for new accounts, account closures, and account maintenance
• Maintain complete and accurate account records and image supporting documentation
• Research and help resolve client inquiries and account-servicing issues
• Handle paying and receiving activities, including cash transactions and daily balancing
• Follow Wealth Management Lobby Banking Operations policies and procedures
• Coordinate with Relationship Management and NCSS teams to obtain the information required to complete client requests
• Develop a strong understanding of the steps, documentation, and approvals associated with each servicing activity
• Complete work in strict adherence to Northern Trust and Wealth Management risk management, compliance, and operational requirements
• Promptly escalate operational, risk, compliance, or documentation concerns to management
• Develop proficiency with the business applications and online tools used for client and account servicing
• Stay informed about platform and technology enhancements affecting partner and client service
• Assist with the maintenance and servicing of safe deposit boxes, where applicable
• Maintain knowledge of banking products, services, and compliance requirements to respond to client questions
• Monitor banking reports and assist with banking audits as directed by the Manager
Interview Process:
• 1st round: In-person
• 2nd round: Virtual
- **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
My on-boarding with Rose was outstanding. The packets of information, the process, and great attention to detail each person gave me allowed me to get started quickly.I appreciated each person's friendly and helpful attitude.
Diana, Consultant
It is a great pleasure being a part of the Rose International Team.
Toni, Consultant
Any time I did have a question and called, the phone was always answered, and my question/concern was immediately resolved.
Sally, Consultant
Thanks for the opportunity. If in the future I ever need a job, I would like to work for Rose International.
David, Consultant
As a contractor, I have to say that Rose International was by far the best agency I have worked for.
Q'testdalir, Consultant
EMPLOYEE COMMENTS