Client Representative
2 weeks ago
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.
-
Client Service Representative
3 weeks ago
Pittsburgh, United States VCA Animal Hospitals, Inc. Full timeVCA 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, Service, Animal Care, Retail, Client
-
Client Service Representative
4 weeks ago
Pittsburgh, United States BNY Mellon Full timeThe 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 timely response to and resolution of client inquiries regarding deposit and loan...
-
Client Representative
2 weeks ago
Pittsburgh, United States IntePros Full timeIntePros 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...
-
Client Service Representative
3 weeks ago
Pittsburgh, United States VCA Animal Hospitals Full timeVCA 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 trust and confidence in our abilities. The CSR is the pivot around which the hospital operates and is...
-
Pittsburgh, United States BNY Mellon Full timeOverview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top...
-
Pittsburgh, United States TriState Capital Holdings, Inc. Full timeClient Service Representative- Fulfillment and Close Department: Private Bank Service Team Location: Pittsburgh, PA Summary of the Position: The Client Services Representative - Fulfillment & Close position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may...
-
Retail Client Service Representative
4 weeks ago
Pittsburgh, United States CRJ CONSULTING LLC Full timeJob DescriptionJob DescriptionWe are seeking a Retail Client Service Representative to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.Responsibilities:Handle customer inquiriesRetail SalesProvide information about the products and servicesDocument and...
-
Pittsburgh, Pennsylvania, United States BNY Mellon Full timeBring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...
-
Associate, Client Processing Representative II
4 weeks ago
Pittsburgh, United States The Bank of New York Mellon Full timeClient Processing - Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients....
-
Associate, Client Processing Representative I
2 months ago
Pittsburgh, United States BNY Mellon Full timeClient Processing - Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner. Performs...
-
Pittsburgh, United States BNY Mellon Full timeAssociate, Client Processing Representative IBring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of...
-
Pittsburgh, United States BNY Mellon Full timeOverview Associate, Client Processing Representative I Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as...
-
Pittsburgh, United States BNY Mellon Full timeOverview Associate, Client Processing Representative II Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known...
-
Associate, Client Processing Representative I
1 month ago
Pittsburgh, United States BNY Mellon Full timeOverview Client Processing - Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner....
-
Pittsburgh, United States BNY Mellon Full timeAssociate, Fund/Client Accounting Representative I Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the...
-
Pittsburgh, United States THE BANK OF NEW YORK MELLON CORPORATION Full timeAssociate, Fund/Client Accounting Representative I Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as...
-
Client Services Representative
4 days ago
Pittsburgh, United States NVA Full timeEast End Veterinary Medical Centre located in Shadyside is looking to expand our reception staff. Our multi-doctor, busy practice is looking for a full-time high energy individual who is great at multi-tasking and staying organized. Much of the job requires communicating with clients so excellent customer service skills are a must. The following is a list of...
-
Pittsburgh, United States BNY Mellon Full timeOverview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the...
-
Pittsburgh, United States BNY Mellon Full timeBring your ideas. Make history.BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks...
-
Client Service Represenative
3 weeks ago
Pittsburgh, United States Strategic Knections LLC Full timeJob DescriptionJob DescriptionWe are seeking a friendly, highly-skilled client services representative to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing inquiries, and promptly directing customer complaints to relevant departments. Your duties will also include obtaining post-sales...