Client Services I

4 weeks ago

Pittsburgh, United States Intepros Consulting Full time
IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Analyst for a critical engagement in Pittsburgh, PA.

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.

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

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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