Genesis10 | Client Services Specialist PA

2 weeks ago

pittsburgh, United States Genesis10 Full time
b>Genesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a six-month + contract-to-hire position.  00 per hour, W2, depending on skill and experience level.  
Responsibilities
  • Assist multiple Operations teams who support Investment management, banking, and loan products throughout 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 partnerships with client-facing staff nationwide
  • Data entry and review of sensitive client information across multiple systems and processes
  • Various project support tasks
Required Skills
  • Ability to work in a fast-paced, deadline-driven environment with a sense of urgency
  • Strong attention to detail with ability to process critical data accurately and timely
  • Excel skills
  • Highly organized and able to prioritize a large account load in a fast paced environment
  • Excellent client service skills using both written and oral communication
  • Ability to work independently and in a team setting
  • Self-motivated and driven associate who wants to learn
  • Familiarity with cash distributions is a plus
  • Bachelor's degree preferred
If you have the described qualifications and are interested in this exciting opportunity, apply todayFor contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. li> Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities)For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.as a Best Company for Work-Life Balance, as the Best Company for Career Growth, Diversity, and Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.

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