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- Executes activities associated with facilitating cash movement for Wealth Management clients on IM and banking platforms
- Review documentation to ensure compliance with risk and compliance procedures
- Enter transactional details to facilitate cash movement
- Outgoing cash movement includes, foreign and domestic wires, ACH, checks and internal transfers
- Foster strong partnership with client facing staff nationwide
- Data entry and review of sensitive client information across multiple systems and processes
- Various project support tasksRequired Skills/Experience:Strong attention to detail with ability to process critical data accurately and timely.
Client Services 1 - Pittsburgh, United States - The Judge Group
Description
Hi there I'm glad you found us.Do you want to be the newest member of a dynamic team in an industry leading company? Well this is your job.
We are hiring for a Client Services role and our client is looking to interview and hire ASAP. The full description is below. Please submit your qualified resume to pdsingh judge.comJob Title:
Client Services Location:
Pittsburgh PADuration: 6+
Months Contract Job Description:
This role will assist multiple Operations teams who support Investment management, banking, and loan products throughout the life of an account.
Supporting client facing teams, nationwide , in cash disbursements and supporting functions.Ability to work in a fast-paced, deadline-driven environment with a sense of urgency.
Ability to work independently and in a team setting.
ThanksPrabh SinghThe Judge Group