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Client Services Support

2 months ago


Jacksonville, United States Pyramid Consulting, Inc Full time

Immediate need for a talented Client Services Support. This is a 06+months contract opportunity with long-term potential and is located in Jacksonville, FL (Hybrid). Please review the job description below and contact me ASAP if you are interested.


Job ID:24-39320

Pay Range:$32/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:


  • Support Account Managers in managing a wide range of transactions for international and domestic clients, varying in complexity from account bank to multi-role transactions with multiple deliverables.
  • Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift and ACH; set up of payments).
  • Monitor transactions to verify borrowers’ compliance with reporting requirements.
  • Interface with various internal departments such as Operations, Business Control and Compliance.
  • Ensure that all weekly, by-monthly and monthly reporting and systems updates are reviewed, approved and complete (overdraft, ticklers, deal events, annual account reviews, etc.).
  • Responsible for ensuring excellent service is provided to all clients.
  • Manage risk through strict adherence to internal policies and procedures.


Key Requirements and Technology Experience:


  • Key Skills:transaction processing , trade support , sales support in either “trust account” , “project finance” , “corporate trust” , “public finance” ,“Structured finance” , “structured loan”
  • Ability to multi-task and excellent attention to detail.
  • Strong interpersonal and verbal/written communication skills.
  • Works collaboratively within the organization, as well as independently.
  • Strong candidates may also, but are not required to, possess experience in Project Finance and/or Corporate Trust.
  • Experienced in trust accounts’ daily activity management.
  • Familiar syndicated loan structures, collateral & security trustee services and administrative agent functions.
  • Proficiency with software such as Outlook, Microsoft Excel and PowerPoint.


Our client is a leading Banking Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.


Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.