Client Services

4 weeks ago


Pittsburgh, United States LanceSoft Inc Full time
Job Description: Hours MON-FRIDAY 8:30-5:00 (FLEXIBILE) OT available , position onsite 5 days
This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out 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 partnership with client facing staff nationwide
  • Data entry and review of sensitive client information across multiple systems and processes
  • 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.


 

  • Pittsburgh, United States Strategic Knections LLC Full time

    Job DescriptionJob DescriptionWe are seeking a friendly, highly-skilled client services representative to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing inquiries, and promptly directing customer complaints to relevant departments. Your duties will also include obtaining post-sales...


  • Pittsburgh, United States BNY Mellon Full time

    The Client Service Representative is responsible for the servicing of the deposit and loan portfolio of consumer and business clients of National Banking. The CSR will provide premiere customer service via phone, fax and e-mail across all regions. This position supports the timely response to and resolution of client inquiries regarding deposit and loan...


  • Pittsburgh, United States VCA Animal Hospitals, Inc. Full time

    VCA Met Vet West Animal Hospital is seeking an experienced Client Service Representative to join our team. Why We Need You. As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's Client Service, Representative, Service, Animal Care, Retail, Client


  • Pittsburgh, United States PNC Bank Full time

    Provides 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


  • Pittsburgh, United States PNC Bank Corp. Full time

    Provides 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


  • Pittsburgh, Pennsylvania, United States PNC Full time

    Position 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...


  • 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 Associate 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...


  • Pittsburgh, Pennsylvania, United States PNC Full time

    Position 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...


  • Pittsburgh, United States TransPerfect Full time

    Who 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...


  • Pittsburgh, United States Banfield Full time

    Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care...

  • Client Services I

    1 week ago


    Pittsburgh, United States The Judge Group Full time

    Hi there! I'm glad you found us.Do you want to be the newest member of a dynamic team in an industry leading company? Well this is your job. We are hiring for a Client Services I role and our client is looking to interview and hire ASAP. The full description is below. Job Title: Client Services ILocation: Pittsburgh PA6+ Months contract to hireKey...

  • Client Services I

    1 week ago


    Pittsburgh, Pennsylvania, United States The Judge Group Full time

    Hi there I'm glad you found us.Do you want to be the newest member of a dynamic team in an industry leading company? Well this is your job. We are hiring for a Client Services I role and our client is looking to interview and hire ASAP. The full description is below. Job Title: Client Services ILocation: Pittsburgh PA6+ Months contract to hireKey...


  • Pittsburgh, United States TransPerfect Full time

    Who We AreDo 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...


  • Pittsburgh, United States PNC Bank Full time

    At 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

  • Client Services I

    2 weeks ago


    Pittsburgh, Pennsylvania, United States The Judge Group Full time

    Hi there I'm glad you found us.Do you want to be the newest member of a dynamic team in an industry leading company? Well this is your job. We are hiring for a Client Services role and our client is looking to interview and hire ASAP. The full description is below.Job Title: Client ServicesLocation: Pittsburgh PA - HybridDuration: 3+ Months Contract to...

  • Client Services I

    3 weeks ago


    Pittsburgh, Pennsylvania, United States The Judge Group Full time

    Hi there I'm glad you found us. Do you want to be the newest member of a dynamic team in an industry leading company? Well this is your job. We are hiring for a Client Services - Trade Associate role and our client is looking to interview and hire ASAP. The full description is below.Job Title: Client Services - Trade Associate Location: Pittsburgh PA -...


  • Pittsburgh, United States SPS North America Inc Full time

    Job 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...

  • Client Services I

    7 days 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...


  • Pittsburgh, United States VCA Animal Hospitals Full time

    VCA Met Vet West Animal Hospital is seeking an experienced Client Service Representative to join our team. **Why We Need You** As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. The CSR is the pivot around which the hospital operates and is...


  • Pittsburgh, United States IntePros 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 Wealth Management, Operations though out the life of an account. The functional work performed supports processes...