Client Services Associate
3 days ago
Client Services AssociateLocation: Pittsburgh, PAAre you detail-oriented, highly organized, and passionate about delivering exceptional client service? Join our team as a Client Services Associate with an American multinational investment banking and financial services leader. Be part of a company specializing in Investment Services, Investment Management, and Wealth Management, and recognized for its focus on innovation through technology, blockchain, and digital assets.This is an onsite role based in Pittsburgh, PA, offering you the opportunity to work at the heart of the financial services industry, collaborating with a dynamic team and contributing to impactful client experiences.About the RoleAs a Client Services Associate, you'll provide critical support to multiple operations teams that handle investment management, banking, and loan products throughout the life of an account. You'll assist client-facing teams nationwide with cash disbursements and related functions, ensuring accurate and efficient processing.Key Responsibilities:Facilitate cash movement for Wealth Management clients using investment management and banking platforms.Review documentation to ensure compliance with risk and regulatory procedures.Process transactions, including foreign and domestic wires, ACH payments, checks, and internal transfers.Manage data entry and review sensitive client information across multiple systems.Build and maintain strong partnerships with client-facing staff nationwide.Provide support for various projects and initiatives within the team.What We're Looking ForWe are seeking a motivated professional who thrives in a fast-paced, deadline-driven environment and has a strong sense of urgency.Required Skills & Experience:Exceptional attention to detail and accuracy in processing critical data.Self-driven and eager to learn, with a proactive attitude.Strong written and oral communication skills, with a focus on delivering excellent client service.Proficiency in Microsoft Office Suite (Excel, Word, Outlook).Ability to work independently and collaboratively within a team.Preferred Skills & Experience:Familiarity with cash distribution processes is a plus.Prior experience in financial services, operations, or related fields.Why Join Us?Be part of a globally recognized organization at the forefront of financial innovation.Work in a dynamic, fast-paced environment where your contributions make a direct impact.Collaborate with a team of professionals committed to delivering top-tier client service.Develop your skills and expertise with hands-on experience in the financial services industry.This position is onsite, requiring five days per week in our Pittsburgh office.Ready to Make an Impact? If you're ready to bring your organizational skills, attention to detail, and client service expertise to a world-class financial institution, apply today Take the next step in your career journey with us.#LI-RG1
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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
3 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
3 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 Services Associate
6 days ago
Pittsburgh, United States IntePros Full timeFinancial Services Company in Pittsburgh seeking Recent College Grads!Title: Client Services AssociatePerforms Data Entry for Financial client information!
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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
2 months 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
2 months 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 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
3 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-HYBRID
4 days ago
Pittsburgh, United States Allegheny Financial Group Full timeJob Type Full-time Description We are seeking a motivated, detail-oriented Client Service Associate to support daily administrative operations of the personal financial planning practice of Allegheny Financial Group. Responsibilities include all aspects of client servicing, investment and records administration, and account problem solving. This position is...
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IntePros | Client Services Associate
3 days ago
pittsburgh, United States IntePros Full timeFinancial Services Company in Pittsburgh seeking Recent College Grads!Title: Client Services AssociatePerforms Data Entry for Financial client information!
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IntePros | Client Services Associate
6 days ago
pittsburgh, United States IntePros Full timeFinancial Services Company in Pittsburgh seeking Recent College Grads!Title: Client Services AssociatePerforms Data Entry for Financial client information!
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Client Servicing Associate, Private Wealth
3 days 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 $4.5 billion in client net worth. ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
7 days 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 $4.5 billion in client net worth.ROLE OVERVIEWThe...
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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 $4.5 billion in client net worth.ROLE OVERVIEWThe...
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Business Support Associate, Client Service
2 weeks ago
Pittsburgh, United States BNY Mellon Full timeAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit...
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Client Services Specialist
7 days ago
Pittsburgh, United States Genesis10 Full timeGenesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a six-month + contract-to-hire position. This position will require working onsite 5 days a week. Compensation: $20.00 - $22.00 per hour, W2, depending on skill and experience level. Responsibilities Assist multiple Operations teams...
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Client Service Coordinator
7 months ago
Pittsburgh, United States Banfield Full timeOpening 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...
