Client Services Representative

3 weeks ago

Pittsburgh, United States Raymond James Financial Incorporated Full time

TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients.

Summary of the Position:

The Client Services Representative - Servicing supports all client requests originating within the Private Bank Service Team.This position includes working closely with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors and all other authorized parties affiliated with each Private Banking transaction.

Primary Functions of the Position:

•Interacts daily with internal and external clients and provide customized solutions to their request

•Partners effectively with other members of the Private Bank Service Team in supporting client request

•Works closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transaction

•Provides premier client experience across all client engagement

•Works closely with other teams within operations and the bank to enhance current processe

•Actively participates in projects as assigned

Qualifications:

Education and Experience Requirements:

•Bachelor's degree or equivalent combination of education and experience preferred

•2 years of bank operations and/or client service experience preferred

Essential Skills and Abilities:

•Keen attention to detail and understanding of loan process/system and applicable lending requirement

•Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution

•Exceptional interpersonal and communication skill

•Strong work ethic and ability to be self-directed

•Analytical problem-solving capabilitie

•High level attention to detail

•Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing prioritie

TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

TriState Capital Bank is an Equal Opportunity Employer.

Raymond James Guiding Behaviors

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

•Grow professionally and inspire others to do the same

•Work with and through others to achieve desired outcome

•Make prompt, pragmatic choices and act with the client in mind

•Take ownership and hold themselves and others accountable for delivering results that matter

•Contribute to the continuous evolution of the firm

  • Client Service Representative

    4 weeks ago

    Pittsburgh, United States BNY Mellon Full time

    Overview The Client Service Representative is responsible for servicing the deposit and loan portfolio of consumer and business clients of National Banking. The CSR will provide premier 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...

  • Client Services Representative

    4 days ago

    Pittsburgh, United States National Veterinary Associates Full time

    Come join our team in the beautiful Pittsburgh neighborhood of Shadyside. We are looking for a compassionate Customer Service Representative to join our team. As a Veterinary Receptionist/ CSR, you'll play a crucial role in supporting our team and en Client Service, Representative, Retail, Client

  • Client Service Representative

    4 weeks ago

    Pittsburgh, United States Innova Solutions Full time

    Innova Solutions is immediately hiring for a Client Service Representative Position type: Fulltime/Contract Location : Pittsburgh, PA (Hybrid Role) Duration : 12 Months (Temp to Perm) Schedule: 8am - 11pm Training will be conducted online camera and once it done need to be onsite. As a Client Service Representative you will: Provides complex...

  • Client Service Representative

    4 weeks ago

    Pittsburgh, United States Innova Solutions Full time

    Innova Solutions is immediately hiring for a Client Service Representative Position type: Fulltime/Contract Location : Pittsburgh, PA (Hybrid Role) Duration : 12 Months (Temp to Perm) Schedule: 8am - 11pm Training will be conducted online camera and once it done need to be onsite. As a Client Service Representative you will: Provides complex analytics and...

  • Client Service Representative

    3 weeks ago

    Pittsburgh, United States Alera Group Full time

    Job DescriptionAlera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team...

  • Client Service Representative

    1 week ago

    Pittsburgh, Pennsylvania, United States Alera Group Full time

    About the RoleAlera Group, a leading national insurance and financial services firm, is seeking a highly skilled Client Service Representative to join their Employee Benefits team in Pittsburgh.This is an exciting opportunity to be part of a dynamic organization that is dedicated to delivering exceptional client experiences. As a Client Service...

  • Client Service Representative

    3 days ago

    Pittsburgh, United States Alera Group Full time

    Job DescriptionAlera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team...

  • Client Service Representative

    5 hours ago

    Pittsburgh, Pennsylvania, United States Alera Group Full time

    About the RoleAlera Group, a leading national insurance and financial services firm, is seeking a highly skilled Client Service Representative to join their Employee Benefits team in Pittsburgh.This is an exciting opportunity to be part of a dynamic organization that is dedicated to delivering exceptional client experiences. As a Client Service...

  • Client Service Representative

    1 week ago

    PITTSBURGH, United States Alera Group Full time

    Alera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...

  • Client Service Representative

    1 week ago

    Pittsburgh, United States Alera Group Full time

    Alera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...

  • Client Service Representative

    1 day ago

    Pittsburgh, United States Alera Group Full time

    Alera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...

  • Client Service Representative

    2 months ago

    PITTSBURGH, United States Alera Group Full time

    Alera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...

  • Client Service Representative

    4 weeks ago

    PITTSBURGH, United States Alera Group Full time

    Alera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...

  • Client Service Representative

    2 months ago

    Pittsburgh, United States Alera Group Full time

    Alera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...

  • Client Service Representative

    2 months ago

    PITTSBURGH, United States Alera Group Full time

    Alera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what you’re looking for, this is your chance to be part of an amazing organization! Join a team where each...

  • Client Service Representative

    2 months ago

    Pittsburgh, United States Alera Group, Inc. Full time

    Overview: Alera Group Pittsburgh is seeking an Client Service Representative to join their Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? If that is what youre looking for, this is your chance to be part of an amazing organization! Join a team where each...

  • Client Service Representative Service

    4 weeks ago

    Pittsburgh, United States Tscbank Full time

    ** Client Service Representative Service** **Department: Private Bank** **Location: Pittsburgh, PA** **Summary of the Position:** The Client Services Representative supports all client requests originating within the Private Bank Service Team. This position includes working closely with the full Sales organization, Portfolio Management, Internal and External...

  • Client Service Representative

    3 months ago

    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...

  • Client Services Representative

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Innova Solutions Full time

    Innova Solutions is currently seeking a dedicated Account Representative.Position Type: Full-time/ContractLocation: Hybrid RoleDuration: 12 Months (Temp to Perm)Schedule: 8am - 11pmTraining: Conducted online with a requirement to be onsite thereafter.Key Responsibilities:Deliver comprehensive analytics and reporting services aimed at enhancing and automating...

  • Client Services Representative

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Innova Solutions Full time

    Innova Solutions is actively seeking a dedicated Account Representative.Position Type: Full-time/ContractLocation: Hybrid RoleDuration: 12 Months (Temp to Perm)Schedule: 8am - 11pmTraining: Online training will be conducted via camera, followed by onsite requirements.Key Responsibilities:Deliver comprehensive analytics and reporting services aimed at...