Client Services - Pittsburgh, United States - Intepros Consulting

Description

IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Analyst for a critical engagement in Pittsburgh, PA.

Client Services Job Description:

• This role will assist multiple Operations teams who support Wealth Management, Operations though out the life of an account.
• The functional work performed supports processes related to Account Openings, KYC, Securities Processing, Various Cash Activities, Fees, Tax, Mortgage and Loan Origination/Advances/Payments, Deposits, Accounting, Reconciliations, Records Management and Account Closings.

Client Services Key Responsibilities:

• Data entry and review of sensitive client information across multiple systems and processes
• Document management including scanning, filing, vault maintenance
• Processing of incoming and outgoing mail which includes checks, proxies, loan documentation, statements and various client communications
• Various project support tasks
• Trade Settlement
• Communication with internal stakeholders

Client Services Skills Required:

• Strong attention to detail with ability to process critical data accurately and timely
• Excellent client service skills using both written and oral communication
• Experienced user of Microsoft Office products
• High organizational ability while being able to prioritize multiple tasks in a changing environment
• Ability to work in a fast-paced, deadline-driven environment with a sense of urgency
• Ability to work independently and in a team setting