Client Services Specialist PA
21 hours ago
Compensation: $20.00 - $22.00 per hour, W2, depending on skill and experience level.
Responsibilities
- Assist multiple Operations teams who support Investment management, banking, and loan products throughout the life of an account. Supporting client-facing teams, nationwide, in cash disbursements and supporting functions.
- Executes activities associated with facilitating cash movement for Wealth Management clients on IM and banking platforms
- Review documentation to ensure compliance with risk and compliance procedures
- Enter transactional details to facilitate cash movement
- Outgoing cash movement includes, foreign and domestic wires, ACH, checks and internal transfers
- Foster strong partnerships with client-facing staff nationwide
- Data entry and review of sensitive client information across multiple systems and processes
- Various project support tasks
- Ability to work in a fast-paced, deadline-driven environment with a sense of urgency
- Strong attention to detail with ability to process critical data accurately and timely
- Excel skills
- Highly organized and able to prioritize a large account load in a fast paced environment
- Excellent client service skills using both written and oral communication
- Ability to work independently and in a team setting
- Self-motivated and driven associate who wants to learn
- Familiarity with cash distributions is a plus
- Bachelor's degree preferred
About Genesis10:
Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10:
- Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
- The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
- Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
- Behavioral Health Platform
- Medical, Dental, Vision
- Health Savings Account
- Voluntary Hospital Indemnity (Critical Illness & Accident)
- Voluntary Term Life Insurance
- 401K
- Sick Pay (for applicable states/municipalities)
Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
#INDGEN10
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