Current jobs related to Client Service Representative- Fulfillment and Close - Pittsburgh - TriState Capital Holdings, Inc.
-
Client Service Representative-Fulfillment
2 months ago
Pittsburgh, United States Tscbank Full time** Client Service Representative-Fulfillment & Close** **Department: Private Bank Service Team** **Location: Pittsburgh, PA** The Client Services Representative position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus in a...
-
Pittsburgh, Pennsylvania, United States Tscbank Full time**Role Summary**The Client Service Representative-Fulfillment position plays a critical role in ensuring the seamless execution of Private Banking loan accounts. As a key member of the Private Bank Service Team, you will be responsible for coordinating the end-to-end loan process, providing exceptional service and support to clients, and partnering with...
-
Pittsburgh, Pennsylvania, United States Tscbank Full time**Role Summary**The Client Service Representative-Fulfillment position plays a critical role in ensuring the seamless execution of Private Banking loan accounts. As a key member of the Private Bank Service Team, you will be responsible for coordinating the end-to-end loan process, providing exceptional service and support to clients, and partnering with...
-
Client Service Representative-Modifications
3 months ago
Pittsburgh, United States Tscbank Full time** Client Service Representative-Modifications & Fulfillment** **Department: Private Bank Service Team** **Location: Pittsburgh, PA** **Summary of the Position:** The Client Services Representative position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be...
-
Client Services Representative
1 month ago
Pittsburgh, United States Raymond James Financial Incorporated Full timeTriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients.Summary of the Position:The Client Services Representative...
-
Client Services Representative
4 weeks ago
Pittsburgh, United States Raymond James Financial Incorporated Full timeTriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients. Summary of the Position: The Client Services...
-
Client Services Representative
2 weeks ago
Pittsburgh, United States National Veterinary Associates Full timeCome join our team in the beautiful Pittsburgh neighborhood of Shadyside. We are looking for a compassionate Customer Service Representative to join our team. As a Veterinary Receptionist/ CSR, you'll play a crucial role in supporting our team and en Client Service, Representative, Retail, Client
-
Veterinary Client Services Representative
2 weeks ago
Pittsburgh, Pennsylvania, United States National Veterinary Associates Full timeAbout National Veterinary AssociatesWe are a leading veterinary healthcare organization dedicated to providing exceptional care to pets and their families. Our team of compassionate professionals is committed to delivering top-notch service and support to our clients.Job SummaryWe are seeking a skilled Veterinary Client Services Representative to join our...
-
Client Services Specialist
3 weeks ago
Pittsburgh, Pennsylvania, United States Tscbank Full timeClient Services Specialist - Modifications & FulfillmentDepartment: Private Bank Service TeamOverview of the Role:The Client Services Specialist plays a vital role in managing the Private Banking loan account lifecycle, ensuring that clients receive outstanding service and support throughout the process. This position focuses on various tasks within the...
-
Client Service Representative
4 weeks ago
Pittsburgh, United States Alera Group Full timeJob DescriptionAlera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team...
-
Client Service Representative
3 weeks ago
Pittsburgh, Pennsylvania, United States Alera Group Full timeAbout the RoleAlera Group, a leading national insurance and financial services firm, is seeking a highly skilled Client Service Representative to join their Employee Benefits team in Pittsburgh.This is an exciting opportunity to be part of a dynamic organization that is dedicated to delivering exceptional client experiences. As a Client Service...
-
Customer Service Representative
1 week ago
Pittsburgh, Pennsylvania, United States LANXESS Americas Full timeJob SummaryWe are seeking a highly organized and detail-oriented Customer Service Representative to join our team at LANXESS Americas. As a key member of our Order Fulfillment team, you will be responsible for ensuring timely and efficient processing of customer orders, maintaining accurate customer information, and resolving any issues that may arise.Key...
-
Client Service Representative
2 weeks ago
Pittsburgh, United States Alera Group Full timeJob DescriptionAlera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team...
-
Client Service Representative
2 weeks ago
Pittsburgh, United States Alera Group Full timeJob DescriptionAlera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team...
-
Client Service Representative
2 weeks ago
Pittsburgh, Pennsylvania, United States Alera Group Full timeAbout the RoleAlera Group, a leading national insurance and financial services firm, is seeking a highly skilled Client Service Representative to join their Employee Benefits team in Pittsburgh.This is an exciting opportunity to be part of a dynamic organization that is dedicated to delivering exceptional client experiences. As a Client Service...
-
Client Service Representative
2 weeks ago
Pittsburgh, United States Alera Group Full timeAlera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...
-
Client Service Representative
3 weeks ago
Pittsburgh, United States Alera Group Full timeAlera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...
-
Client Service Representative
3 weeks ago
PITTSBURGH, United States Alera Group Full timeAlera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...
-
Client Services Representative
4 months ago
Pittsburgh, United States National Veterinary Associates Full timeEast End Veterinary Medical Centre located in Shadyside is looking to expand our reception staff. Our multi-doctor, busy practice is looking for a full-time high energy individual who is great at multi-tasking and staying organized. Much of the job r Client Service, Representative, Retail, Medical, Client
-
Client Service Representative
3 months ago
PITTSBURGH, United States Alera Group Full timeAlera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...
Client Service Representative- Fulfillment and Close
4 months ago
Client Service Representative- Fulfillment and Close
Department: Private Bank Service Team
Location: Pittsburgh, PA
Summary of the Position:
The Client Services Representative - Fulfillment & Close position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus in a specific functional area of the Private Bank Service Team, such as processing modifications or initializing client loans on the Bank's internal systems and/or platforms. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.
Primary Functions of the Position:
* Assures complete and accurate client data is captured in the loan application, and follows the loan process through completion, closing and booking
* Works closely with all members of the Private Bank Service Team in supporting client requests
* Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
* Provides a premier client experience across all client engagements
* Works closely with other teams within operations and throughout the bank to enhance current processes
* Participates effectively in assigned projects
Education and Experience Requirements:
* Bachelor's Degree, or equivalent combination of education and experience
* Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Essential Skills and Abilities:
* Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
* Exceptional interpersonal and communication skills
* Proficiency in Microsoft Office preferred
* Keen attention to detail and understanding of loan process/system and applicable lending requirements
* Analytical problem-solving capabilities
* Strong work ethic and ability to be self-directed
* Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
APPLY NOW
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.