Client Services Associate
4 weeks ago
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.
Client Services Assoicate 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
Client Services 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 Microsoft 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.
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Client Service Associate
3 weeks ago
Pittsburgh, Pennsylvania, United States PNC Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
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Client Service Associate
1 week ago
Pittsburgh, Pennsylvania, United States PNC Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
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Client Service Associate
3 weeks ago
Pittsburgh, Pennsylvania, United States PNC Full timePosition OverviewJob Description SummaryAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to...
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Client Service Associate
1 week ago
Pittsburgh, Pennsylvania, United States PNC Full timePosition OverviewJob Description SummaryAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to...
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Client Service Associate
4 weeks ago
Pittsburgh, United States PNC Bank Full timeProvides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Perfor Client Service, Associate, Service, Client Relations, Benefits, Retail, Banking, Support
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Client Service Associate
4 weeks ago
Pittsburgh, United States PNC Bank Corp. Full timeProvides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Perfor Client Service, Associate, Service, Client Relations, Benefits, Retail, Banking, Support
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Client Services Associate
7 days ago
Pittsburgh, United States Gpac Full timeClient Service AssociateDo you enjoy interacting with clients, organizing documents, and learning new things? If so, we are seeking a client service associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client...
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Client Service Associate
1 month ago
Pittsburgh, United States PNC Bank Full timeAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all Client Service, Associate, Service, Support, Client Relations, Retail
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Client Services Associate
3 weeks ago
Pittsburgh, United States SPS North America Inc Full timeJob DetailsJob Location BNPIT - Pittsburgh, PA Position Type Full Time Job Category Customer Service DescriptionJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office...
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Client Services Associate
4 days ago
Pittsburgh, United States SPS North America Inc Full timeJob DetailsJob Location BNPIT - Pittsburgh, PA Position Type Full Time Job Category Customer Service DescriptionJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office...
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Client Service Associate-HYBRID
1 month ago
Pittsburgh, United States Allegheny Financial Group Full timeWe are seeking a motivated, detail-oriented Client Service Associate to support daily administrative operations of the personal financial planning practice of Allegheny Financial Group. Responsibilities include all aspects of client servicing, invest Client Service, Associate, Service, Financial Planning, Operations, Client, Retail
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Client Service Associate-HYBRID
1 month ago
Pittsburgh, United States Allegheny Financial Group Full timeWe are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This p Client Service, Associate, Financial Advisor, Service Manager, Financial Planning, Client Relations, Retail
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Client Service Associate-HYBRID
3 weeks ago
Pittsburgh, United States Allegheny Financial Group Full timeJob Type Full-timeDescriptionWe are seeking a motivated, detail-oriented Client Service Associate to support daily administrative operations of the personal financial planning practice of Allegheny Financial Group. Responsibilities include all aspects of client servicing, investment and records administration, and account problem solving. This position is...
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Client Services Associate
1 month ago
Pittsburgh, United States TransPerfect Full timeWho We Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...
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Client Services Associate
1 week ago
Pittsburgh, United States TransPerfect Full timeWho We Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...
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Client Service Associate-HYBRID
4 weeks ago
Pittsburgh, United States Allegheny Financial Group Full timeWe are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This position is an essential part of an experienced and knowledgeable team that prides itself on consistently...
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Client Service Associate-HYBRID
4 weeks ago
Pittsburgh, United States Allegheny Financial Group Full timeWe are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This position is an essential part of an experienced and knowledgeable team that prides itself on consistently...
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Client Service Associate-HYBRID
4 weeks ago
Pittsburgh, United States Allegheny Financial Group Full timeWe are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This position is an essential part of an experienced and knowledgeable team that prides itself on consistently...
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Client Service Associate-HYBRID
4 weeks ago
Pittsburgh, United States Allegheny Financial Group Ltd Full timeJob Type Full-timeDescriptionWe are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This position is an essential part of an experienced and knowledgeable team that prides...
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Client Service Associate-HYBRID
2 weeks ago
Pittsburgh, United States Allegheny Financial Group Full timeJob Type Full-time Description We are seeking a motivated, professional Client Service Associate who can excel in two key areas: providing executive level administrative support to several Financial Advisors and offering concierge level service and attention to AFG clients. This position is an essential part of an experienced and knowledgeable team that...