Client Representative

2 weeks ago


Pittsburgh, United States IntePros Full time

IntePros seeking a highly skilled Client Representative to join a global wealth management organization.This role will collaborate with multiple Operations teams dedicated to overseeing Investment Management, Banking, and Loan products throughout the account lifecycle. The functional responsibilities encompass a wide array of tasks, including Account Openings, KYC, Securities Processing, Cash Activities, Fee Management, Tax Compliance, Mortgage and Loan Operations, Deposits, Accounting, Reconciliations, Records Management, and Account Closures.

Key Responsibilities:

  • Accurate data entry and meticulous review of sensitive client information across various systems and processes.
  • Efficient document management, including scanning, filing, and maintaining vault records.
  • Handling incoming and outgoing mail, encompassing checks, proxies, loan documents, statements, and various client correspondences.
  • Providing support for various project-related tasks.

Required Skills:

  • Exceptional attention to detail, ensuring precise processing of critical data within stipulated timelines.
  • Superior client service skills, demonstrated through effective written and verbal communication.
  • Proficiency in Microsoft Office suite.
  • Strong organizational skills, capable of managing multiple tasks in a dynamic environment.
  • Ability to thrive in a fast-paced, deadline-driven setting, exhibiting a sense of urgency.
  • Capacity to work autonomously as well as collaboratively within a team environment.



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