- 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
- 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.
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Client Services
3 weeks ago
Intepros Consulting Pittsburgh, United StatesIntePros 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. · This role will assist multiple Operations teams who support Investment Management, Banking ...
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Client Services
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LanceSoft Inc Pittsburgh, United StatesJob Description: Hours MON-FRIDAY 8:30-5:00 (FLEXIBILE) OT available , position onsite 5 days · This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. Supporting client facing teams, nationwi ...
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Client Services
3 weeks ago
Intepros Consulting Pittsburgh, United StatesIntePros 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 suppo ...
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Client Service Representative Service
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Tscbank Pittsburgh, United States** Client Service Representative Service** · **Department: Private Bank** · **Location: Pittsburgh, PA** · **Summary of the Position:** · The Client Services Representative supports all client requests originating within the Private Bank Service Team. This position includes w ...
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Client Service Representative
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VCA Animal Hospitals Pittsburgh, United StatesVCA Met Vet West Animal Hospital is seeking an experienced Client Service Representative to join our team. Why We Need You. As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's Client Service, Representative ...
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Client Service Associate
1 week ago
PNC Bank Pittsburgh, United StatesAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all Client Service, Associate, Ser ...
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Client Service Representative
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BNY Mellon Pittsburgh, United StatesThe Client Service Representative is responsible for the servicing of the deposit and loan portfolio of consumer and business clients of National Banking. The CSR will provide premiere customer service via phone, fax and e-mail across all regions. This position supports the timel ...
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Client Service Associate
1 week ago
PNC Bank Corp. Pittsburgh, United StatesProvides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Perfor Client Service, Associate, Se ...
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Client Services Associate
2 weeks ago
IntePros Consulting Pittsburgh, United StatesIntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Associate for a critical engagement in Pittsburgh, PA.This role will assist multiple Operations teams who support Investment Management, Banking a ...
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Client Service Associate
3 weeks ago
VetJobs Pittsburgh, United StatesJob Description · On behalf of VetJobs/MilitarySpouseJobs, thank you for your interest. We are assisting our partnering company, listed below, with this position. It is open to Veterans, Transitioning Military, National Guard Members, Military Spouses, Wounded Warriors, and their ...
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Client Services I
1 week ago
Intepros Consulting Pittsburgh, United StatesThis role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. The functional work performed supports processes related to Account Openings, KYC, Securities Processing, Various Cash Activities, Fees, ...
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Client Service Associate
1 week ago
PNC Pittsburgh, United States**Position Overview** · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our ...
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Client Services Associate
3 weeks ago
TransPerfect Pittsburgh, United StatesWho We Are · Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services effi ...
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Client Service Associate
3 weeks ago
PNC Pittsburgh, United States**Position Overview** · Job Description Summary · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplac ...
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Client Services Specialist
1 week ago
Genesis10 Pittsburgh, United StatesGenesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a 6 month + contract position requiring 5 days onsite. · This position pays: $ ,00/hr W2 based on experience. · Candidates applying must be a US Citizen or Gr ...
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Client Service Supervisor
1 week ago
Aveanna Pittsburgh, United StatesClient Service Supervisor · ApplyRefer a FriendBack · Job Details · Requisition #: · 193800 · Location: · Pittsburgh, PA 15233 · Category: · Client Services · Salary: · Starting at $43,000 per year · Position Details · Position Overview · The Client Services Supervisor is primari ...
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Client Services I
1 week ago
Intepros Consulting Pittsburgh, United StatesIntePros 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. · This role will assist multiple Operations teams who support Investment Management, Banking ...
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Client Services Specialist
1 week ago
Genesis10 Pittsburgh, United StatesGenesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a 6 month + contract to hire hybrid position requiring 3 days a week onsite. · This position pays: $ /hr W2 based on experience. · Candidates applying must be ...
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Client Services Analyst
3 weeks ago
University of Pittsburgh Pittsburgh, United StatesHealth Sciences Information Technology provides technology support for the six schools of the Health Sciences at the University of Pittsburgh. The team works to enhance the IT strategy in the Health Sciences and develop a technology organization and Client Service, Analyst, Healt ...
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Client Services Associate
3 weeks ago
Genesis10 Pittsburgh, United StatesGenesis10 is seeking a Client Services Associate for a 3 month + contract to hire position with a financial services client located in Pittsburgh, PA. · This position pays: $ / hr W2 based on experience. Candidates applying must be a US Citizen or Green Card Holder and able to w ...
Client Services I - Pittsburgh, United States - Intepros Consulting
Description
This role will assist multiple Operations teams who support Investment Management, Banking and Loan products 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.
Key responsibilities include:
Skills Required: