Client Service Representative-Fulfillment
3 weeks ago
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 - Fulfillment & Close position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients.Incumbents may be required at times to focus in a specific functional area of the Private Bank Service Team, such as processing modifications or initializing client loans on the Bank's internal systems and/or platforms.This position must partner effectively 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 in order to deliver a premier client experience across all client engagements.Primary Functions of the Position: •Assures complete and accurate client data is captured in the loan application, and follows the loan process through completion, closing and booking•Works closely with all members of the Private Bank Service Team in supporting client request•Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction•Provides a premier client experience across all client engagement•Works closely with other teams within operations and throughout the bank to enhance current processe•Participates effectively in assigned projectQualifications:Education and Experience Requirements:•Bachelor's Degree, or equivalent combination of education and experience•Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferredEssential Skills and Abilities:•Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution•Exceptional interpersonal and communication skill•Proficiency in Microsoft Office preferred•Keen attention to detail and understanding of loan process/system and applicable lending requirement•Analytical problem-solving capabilitie•Strong work ethic and ability to be self-directed•Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing prioritieRaymond James Guiding BehaviorsAt 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
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Client Service Representative
2 weeks ago
Pittsburgh, United States VCA Animal Hospitals, Inc. Full timeVCA 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
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Client Service Representative
3 weeks ago
Pittsburgh, United States BNY Mellon Full timeThe 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...
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Retail Client Service Representative
3 weeks ago
Pittsburgh, United States CRJ CONSULTING LLC Full timeJob DescriptionJob DescriptionWe are seeking a Retail Client Service Representative to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.Responsibilities:Handle customer inquiriesRetail SalesProvide information about the products and servicesDocument and...
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Client Representative
1 week ago
Pittsburgh, United States IntePros Full timeIntePros seeking a highly skilled Client Representative to join a global wealth management organization.This role will collaborate with multiple Operations teams dedicated to overseeing Investment Management, Banking, and Loan products throughout the account lifecycle. The functional responsibilities encompass a wide array of tasks, including Account...
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Client Representative
1 week ago
Pittsburgh, United States IntePros Full timeIntePros seeking a highly skilled Client Representative to join a global wealth management organization.This role will collaborate with multiple Operations teams dedicated to overseeing Investment Management, Banking, and Loan products throughout the account lifecycle. The functional responsibilities encompass a wide array of tasks, including Account...
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Client Representative
4 days ago
Pittsburgh, United States IntePros Full timeIntePros seeking a highly skilled Client Representative to join a global wealth management organization.This role will collaborate with multiple Operations teams dedicated to overseeing Investment Management, Banking, and Loan products throughout the account lifecycle. The functional responsibilities encompass a wide array of tasks, including Account...
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Client Service Represenative
2 weeks ago
Pittsburgh, United States Strategic Knections LLC Full timeJob 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...
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Associate, Client Processing Representative II
3 weeks ago
Pittsburgh, United States The Bank of New York Mellon Full timeClient Processing - Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients....
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Associate, Client Processing Representative I
1 month ago
Pittsburgh, United States BNY Mellon Full timeOverview Client Processing - Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner....
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Associate, Client Processing Representative I
1 month ago
Pittsburgh, United States BNY Mellon Full timeClient Processing - Applies expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner. Performs...
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Client Services Associate
2 weeks 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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Customer Service Representative
5 days ago
Pittsburgh, United States J&A Service Experts Full timeJob DescriptionJob Description| Stability | Competitive Weekly Pay + Benefits | Growth Opportunities/TrainingJ&A Heating and Cooling is looking to find the best Customer Service Representatives for Full time work at our West Mifflin location. The shift should be Tues-Sat or Wed-Sun. If you want to trade doubt for direction and find a place to focus on your...
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Client Services Associate
4 weeks 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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Vice President, Client Service I
1 week ago
Pittsburgh, United States BNY Mellon Full timeClient Service - Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem solving skills, judgement,...
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Vice President, Client Service I
2 weeks ago
Pittsburgh, United States BNY Mellon Full timeClient Service - Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at BNY Mellon. Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Applies advanced problem solving skills, judgement,...
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Sales Representative
1 month ago
Pittsburgh, United States Medsurg Sales Staffing Full timeJob DescriptionJob DescriptionDESCRIPTIONa leading provider of hospice services in the Pittsburgh area, is searching for a HUNTER to drive doctor relationships. Great opportunity to positively impact patient lives and have a fulfilling career. Our client is looking for a Sales representative to call on physicians in the Pittsburgh territory to promote their...
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Account Service Representative
4 weeks ago
Pittsburgh, United States Henderson Brothers Inc. Full timeJob DescriptionJob DescriptionPOSITION SNAPSHOTTitle: Account Service RepresentativeDepartment: Commercial Lines Location: Pittsburgh, PAResponsibilities: Manage daily correspondences, maintain accurate client records in CRM, Expand working knowledge and continue educationPerks: Tuition reimbursement, student loan relief, flexible work arrangements, paid...
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Pittsburgh, United States BNY Mellon Full timeClient Processing - Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients....
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Associate, Client Processing Representative II
2 weeks ago
Pittsburgh, United States BNY Mellon Full timeClient Processing - Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients....
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Customer Service Representative Sales
5 days ago
Pittsburgh, United States Sierra Experts Full time**Customer Service Representative - Sales** > > > Customer Service Representative Sales Sierra Experts is seeking a semi-technical, driven individual to join our expanding Sales team for the position of Customer Service Representative (CSR). This individual is responsible for the sales lifecycle as it pertains to the current client base of the company. This...
