Client Services I

3 weeks ago

Pittsburgh, United States Artech LLC Full time
Job Description: 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

Skills Required:
" Strong attention to detail with ability to process critical data accurately and timely
" Excellent client service skills using both written and oral communication
" Experienced user of Client Office products
" High organizational ability while being able to prioritize multiple tasks in a changing environment
" Ability to work in a fast-paced, deadline-driven environment with a sense of urgency
" Ability to work independently and in a team setting

Manager Release Notes
" Is the goal to convert the candidate from temp to FTE? Yes
" How many years of experience will be required? 2-4
" Is previous experience in the financial services industry required? No, but helpful
" Is a college degree required? If so, what type? No, but Bachelors preferred
" Will this position be a remote start or onsite? Position will be hybrid
" What are the top 3 skills that you ll be looking for on a resume? Organization, Problem Solving and Computer Skills

Supplier Call Notes
" Trade settlement team... Operations team in Wealth Management
" Ideal candidate will have 2-4 years of experience... HM will consider recent college graduates
" Role will focus around settling trades and resolving any issues
" Internal client facing
" 3 people on the team (9 total in management unit)
" Ability to write SQL queries and/or Python are both highly preferred
" Candidate must be a team player and problem solver
" Financial background is highly preferred
" 30 minute interview
" Hybrid schedule... onsite 3 days per week (8am-4:30pm / 8:30am-5pm work windows)
" Contract to hire
Position Comments (Visible to all users):

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