Client Services Associate
2 months ago
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 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 Associate 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 Associate 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
1 month ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Client Service Associate to join our team. As a key member of our Client Service team, you will be responsible for providing exceptional client service and support to our clients and advisors.Key Responsibilities:Provide sales, service, and execution support for new and ongoing client...
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Client Services Associate
1 month ago
pittsburgh, United States IntePros Full timeIntePros 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...
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Client Services Associate
2 months ago
pittsburgh, United States IntePros Full timeIntePros 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...
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Client Services Associate
2 months ago
Pittsburgh, United States IntePros Full timeIntePros 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...
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Client Services Associate
2 months ago
Pittsburgh, United States IntePros Full timeIntePros 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...
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Client Service Associate
2 months 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, Client Relations, Customer Experience, Relationship, Service, Retail, Banking
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Client Service Associate
1 month ago
pittsburgh, United States Confluence Financial Partners Full timeJob DescriptionClient Service Associate Reports To Chief Operating OfficerJob OverviewThe Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. Main duties include assisting clients by answering inquiries, preparing client paperwork, scheduling...
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Client Service Associate
1 month ago
Pittsburgh, United States Confluence Financial Partners Full timeJob DescriptionClient Service Associate Reports To Chief Operating OfficerJob OverviewThe Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. Main duties include assisting clients by answering inquiries, preparing client paperwork, scheduling...
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Client Service Associate
4 weeks ago
pittsburgh, United States Confluence Financial Partners Full timeJob DescriptionClient Service Associate Reports To Chief Operating OfficerJob OverviewThe Client Service Associate will perform administrative duties and basic financial functions for the Wealth Manager they have been assigned and for the firm in general. Main duties include assisting clients by answering inquiries, preparing client paperwork, scheduling...
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Client Service Associate
4 days ago
Pittsburgh, United States Talentrust Full timeTitle: Client Service AssociateClient: Grant Street Asset ManagementLocation: Pittsburgh, PA About Us: Grant Street Asset Management (GSAM) is a second-generation, employee-owned, independent investment advisor with a legacy of 30 years of dedicated service to families, business owners, physician groups, and not-for-profit institutions. Managing over $650...
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Client Service Associate
6 days ago
Pittsburgh, United States Talentrust Full timeTitle: Client Service AssociateClient: Grant Street Asset ManagementLocation: Pittsburgh, PA About Us:Grant Street Asset Management (GSAM) is a second-generation, employee-owned, independent investment advisor with a legacy of 30 years of dedicated service to families, business owners, physician groups, and not-for-profit institutions. Managing over $650...
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Client Services Associate
2 months ago
Pittsburgh, United States TransPerfect Full timeWho 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...
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Client Services Associate
2 months 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 Servicing Associate, Private Wealth
2 weeks ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
1 month ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
1 month ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
1 month ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
1 month ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
1 month ago
pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...
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Client Services Associate
4 weeks ago
Pittsburgh, PA , USA, United States First National Bank Full timePosition Overview: As a Client Services Associate, you will play a vital role in supporting our Private Bankers and Team Leaders in delivering exceptional client service. Your primary responsibilities will include assisting with client inquiries, maintaining accurate records, and ensuring compliance with regulatory requirements.Key Responsibilities:Provide...