Client Services Representative
Job Description
Location: Irvine, CA 92614
Work Schedule: Monday–Friday, 8:00 AM – 5:00 PM (1-hour lunch)
Work Environment: On-site only (no hybrid or remote options)
Position Overview:
The Client Services Officer provides advanced secretarial, administrative, and operational support to the Relationship Management team. This role is essential to the smooth operation of the regional office and plays a key part in delivering exceptional customer service and supporting commercial banking functions.
Salary Range: $60,000 – $97,000 (based on experience)
Key Responsibilities:
Administrative & Operational Support
- Assist with day-to-day operations of the regional office.
- Perform word processing, maintain files, and manage office supplies.
- Support general office management and ensure adherence to internal policies and procedures.
- Prepare data and conduct analysis on account holders and account information.
Customer & Relationship Management Support
- Assist Relationship Managers with administrative tasks such as letters, financial requests, and status updates.
- Help customers open appropriate account types and gather required documentation.
- Review legal and account documentation to ensure bank assets are protected.
- Address customer inquiries and resolve issues with a high level of service.
Compliance & Quality Control
- Ensure compliance with commercial banking policies and procedures.
- Consult with Quality Control, BSA, or other departments as needed.
- Stay informed of new developments affecting corporate banking.
Process Improvement
· Recommend new methods and procedures to improve operational efficiency.
Qualifications:
- College degree preferred but not required.
- Ideally seeking 2–3 years of banking experience.
- Experience with business formation documents and account creation is a plus.
- Strong organizational, communication, and customer service skills.
Compensation & Benefits:
- Salary Range: $60,000 – $97,000 (based on experience)
- Bonus: Discretionary annual bonus of $4,000 – $8,000
Time Off:
- 15 days PTO
-
- 10 paid holidays
Team & Culture:
- Join a team of three in a customer-centric, professional, and solutions-oriented environment.
- Office culture values humor, collaboration, and excellence—“A-Team” mentality.
- Regular team outings (e.g., happy hours, baseball games).
Career Path & Training:
- Flexible career growth options:
- Management track
-
· Onboarding includes 4–6 weeks of training.
Meet Your Recruiter
Kyle Webb
Recruiter
Since joining Marquee Staffing in 2022, Kyle has played an integral role in supporting recruitment efforts across a diverse range of industries, including accounting, finance, procurement, manufacturing, design, and IT. He is passionate about connecting the right talent with the right opportunities and is skilled in understanding both client expectations and candidate goals.
Kyle takes a thoughtful, people-first approach—carefully assessing each applicant’s skill set and career aspirations to ensure the best possible fit. He prides himself on helping candidates take the next step in their career journey while meeting the evolving needs of Marquee’s clients.
Before launching his career in recruiting, Kyle spent six years in the service industry as a barista and waiter, where he developed his strong communication and interpersonal skills. He holds a Bachelor's degree in Psychology from California State University, Long Beach.
Outside of work, Kyle enjoys playing card games and building model kits.