Client Services I
4 weeks ago
Do you want to be the newest member of a dynamic team in an industry leading company? Well this is your job.
Job Title:
Client Services
Location:
Pittsburgh PA - Hybrid
Duration: 3+ Months Contract to hire
Job Description attachment:
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:
- 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
The Judge Group
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