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Client Services I

4 months ago

Pittsburgh, Pennsylvania, United States The Judge Group Full time
Hi there I'm glad you found us.

Do you want to be the newest member of a dynamic team in an industry leading company? Well this is your job.

We are hiring for a Client Services - Trade Associate role and our client is looking to interview and hire ASAP.

The full description is below.

Job Title:
Client Services - Trade Associate

Location:
Pittsburgh PA - Hybrid

Duration: 6+ Months Contract to hire

Job Description:

This role will assist multiple Operations teams who support Wealth Management, Operations 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:

  • 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
  • Trade Settlement
  • Communication with internal stakeholders
Thanks

Prabh Singh

The Judge Group