Corporate Banking Specialist
Dexian, Lake Mary, FL, United States
Job Description:
This is an opportunity to join a growing client services team supporting brokerage and custody operations in a fast-paced financial services environment. You will work alongside a collaborative team focused on delivering high-quality service to institutional clients. This role plays a key part in ensuring smooth transaction processing and efficient resolution of client inquiries.
The position is part of a large-scale onboarding initiative, offering the chance to contribute to a structured team buildout with strong long-term potential. Ideal candidates are detail-oriented, client-focused, and comfortable managing operational workflows in a professional services setting.
Check out the role overview below If you are confident you have got the right skills and experience, apply today.
Key Responsibilities: •
Client Service & Transaction Support: • Serve as a primary point of contact for client inquiries related to brokerage and custody accounts • Process and support transactions including wires, checks, asset transfers, and account setup • Ensure timely and accurate handling of client requests with a focus on resolution and satisfaction •
Operational Execution: • Utilize CRM systems to document client interactions and manage service workflows • Support financial operations and transaction processing with a high degree of accuracy • Follow established procedures while adapting to evolving business needs •
Collaboration & Issue Resolution: • Partner with internal teams to troubleshoot and resolve client issues • Escalate complex cases as needed while maintaining ownership of the client experience • Contribute to team alignment and priorities during onboarding ramp and daily operations Required Skills and Qualifications: • 2–4+ years of experience in banking, brokerage, xywuqvp financial services, or client service roles • Hands-on experience with banking operations such as wires, checks, asset movement, or account opening • Experience in financial operations, transaction support, or client servicing environments preferred • Strong communication skills (phone and email) in a professional setting • Experience using CRM systems and managing client interactions • Ability to prioritize tasks, manage workload independently, and meet deadlines • Strong attention to detail and commitment to accuracy • Comfortable working in a fast-paced, B2B client service environment
Check out the role overview below If you are confident you have got the right skills and experience, apply today.
Key Responsibilities: •
Client Service & Transaction Support: • Serve as a primary point of contact for client inquiries related to brokerage and custody accounts • Process and support transactions including wires, checks, asset transfers, and account setup • Ensure timely and accurate handling of client requests with a focus on resolution and satisfaction •
Operational Execution: • Utilize CRM systems to document client interactions and manage service workflows • Support financial operations and transaction processing with a high degree of accuracy • Follow established procedures while adapting to evolving business needs •
Collaboration & Issue Resolution: • Partner with internal teams to troubleshoot and resolve client issues • Escalate complex cases as needed while maintaining ownership of the client experience • Contribute to team alignment and priorities during onboarding ramp and daily operations Required Skills and Qualifications: • 2–4+ years of experience in banking, brokerage, xywuqvp financial services, or client service roles • Hands-on experience with banking operations such as wires, checks, asset movement, or account opening • Experience in financial operations, transaction support, or client servicing environments preferred • Strong communication skills (phone and email) in a professional setting • Experience using CRM systems and managing client interactions • Ability to prioritize tasks, manage workload independently, and meet deadlines • Strong attention to detail and commitment to accuracy • Comfortable working in a fast-paced, B2B client service environment