Client Service Representative

Job#: 3056383 Job Description: Client Services - Client Service Representative

Location: Chicago, Illinois (Onsite)

Role Overview

We are seeking a Client Service Representative for our Banking Operations team. In this role, you will assist in the timely and accurate handling of all account holder related inquiries. This position involves taking inbound calls from Retained Asset and Corporate Liquidity clients within a contact center environment.

Key Responsibilities

• Manage inbound and outbound calls in a timely manner, providing quality service.
• Log all client inquiries received via phone, email, or fax with detailed descriptions on the CRM database.
• Maintain system access and knowledge for each program and attend educational seminars.
• Provide accurate transactional information to clients.
• Perform functional transaction processing such as ACH transfers, stop payments, and wires accurately.
• Identify customer needs, clarify information, research issues, and provide solutions.
• Work effectively as a team member and independently.
• Demonstrate knowledge of core job aspects and develop a basic understanding of the business function.

Required Qualifications Experience: A minimum of 1+ years of experience within a bank, financial institution, or financial services organization is required. A minimum of 2+ years of experience in a high volume call center is required.

Technical Skills: Familiarity with CRM systems and practices, and banking terminology such as investments, redemptions, ACHs, and wire transfers is needed. Familiarity with Microsoft 365 tools such as Outlook and Teams is also required. Computer literacy with the ability to navigate several different applications/systems simultaneously is necessary.

Professional Skills: This role requires strong phone, verbal, and written communication skills. Strong active listening and interpersonal skills are needed, with an aptitude to handle challenging callers. The position requires flexibility and adaptability to change in a fast-paced environment. Multi-tasking skills, self-motivation with the ability to set priorities, and effective time management are essential. Strong teamwork capabilities are also required.

Work Environment

This is a fully onsite role, requiring five days a week in the office.

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. © 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex 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 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 Benefits Department at [email protected] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.