Current jobs related to Client Relations Specialist - Pittsburgh, Pennsylvania - Tscbank
-
Client Relations Specialist
3 weeks ago
Pittsburgh, Pennsylvania, United States Boehmer Heating & Cooling Company Full timeAbout UsBoehmer Heating & Cooling Company is a reputable and family-owned business that has been providing exceptional service to the Pittsburgh area for over 90 years. Our team is dedicated to being service-oriented and committed to supporting our management.What We OfferCompetitive CompensationComprehensive Medical Insurance401(k) Plan with Company...
-
Client Relations Specialist
2 months ago
Pittsburgh, Pennsylvania, United States Boehmer Heating & Cooling Full timeJob OverviewPosition SummaryThe Customer Experience Representative (CXR) plays a crucial role in the daily operations of our organization, serving as the primary liaison for our clients. This position involves managing incoming communications, gathering essential customer information, scheduling appointments, and addressing client inquiries effectively.About...
-
Client Relationship Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States JFS Wealth Advisors Full timeJob Title: Client Relationship SpecialistAt JFS Wealth Advisors, we are seeking a highly skilled Client Relationship Specialist to join our team. As a key member of our client service team, you will play a critical role in providing exceptional support to our advisors and clients.Key Responsibilities:Provide asset management support to advisors and clients,...
-
Client Relationship Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeJob DescriptionJob Summary:JFS Wealth Advisors LLC is seeking a highly skilled Client Relationship Specialist to join our team. The successful candidate will be responsible for providing exceptional client service, managing client relationships, and supporting the financial planning process.Key Responsibilities:Provide exceptional client service and support...
-
Pittsburgh, Pennsylvania, United States Chaffin Luhana LLP Full timeSeeking a highly skilled Mass Tort Paralegal to join our team at Chaffin Luhana LLP in Pittsburgh, PA. As a key member of our paralegal staff, you will play a vital role in managing and meeting deadlines for SOLs and other filings under the supervision of attorneys.The ideal candidate will have 5+ years of experience in mass tort or personal injury paralegal...
-
Client Relationship Specialist
1 week ago
Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full timeJob Title: Client Relationship SpecialistAt JFS Wealth Advisors LLC, we are seeking a highly skilled Client Relationship Specialist to join our team. As a key member of our client service team, you will be responsible for providing exceptional support to our advisors and clients.Key Responsibilities:Client Relationship Support: Facilitate and execute tasks,...
-
Client Accounts Specialist
3 days ago
Pittsburgh, Pennsylvania, United States Chaffin Luhana LLP Full timeJob DescriptionAt Chaffin Luhana LLP, we are seeking a highly skilled Client Accounts Specialist to join our team. This role is responsible for providing exceptional customer service support to our clients throughout the client lifecycle.Key Responsibilities:Client Service: Serve as the primary point of contact for clients, providing prompt and professional...
-
Senior Employee Relations Specialist
1 month ago
Pittsburgh, Pennsylvania, United States HRT Solutions Full timeJob Title: Senior Employee Relations SpecialistAt HRT Solutions, we are seeking a highly skilled Senior Employee Relations Specialist to join our team. This role will be responsible for supporting the alignment of business goals with employee needs, managing HR policies and programs, and resolving conflicts and providing guidance on employee performance...
-
Client Relationship Specialist
2 days ago
Pittsburgh, Pennsylvania, United States JFS Wealth Advisors Full timeJob Purpose:As a Client Relationship Specialist at JFS Wealth Advisors, you will play a vital role in coordinating and providing asset management support to our clients. You will work closely with our team to monitor transactions and client needs, ensuring that our clients receive exceptional service.Key Responsibilities:Client Relationship Support:...
-
Loan Documentation Specialist
1 week ago
Pittsburgh, Pennsylvania, United States Logix Guru on behalf of our client Full timeJob Title: Consumer Loan Documentation SpecialistLogix Guru is seeking a highly skilled Consumer Loan Documentation Specialist to join our team on behalf of our client, a major banking institution.Job Summary:The Consumer Loan Documentation Specialist will be responsible for providing timely and accurate service to internal and external customers in support...
-
Loan Documentation Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States Logix Guru on behalf of our client Full timeConsumer Loan Documentation SpecialistLogix Guru is seeking a highly skilled Consumer Loan Documentation Specialist to join our client's team in Pittsburgh, PA or Hermitage, PA. This is a 4-month contract-to-hire opportunity with a possibility of extension.Job SummaryWe are looking for a detail-oriented and organized individual to provide timely and accurate...
-
Loan Documentation Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States Logix Guru on behalf of our client Full timeConsumer Loan Documentation SpecialistLogix Guru is seeking a highly skilled Consumer Loan Documentation Specialist to join our client's team in Pittsburgh, PA or Hermitage, PA.Job SummaryThis role is responsible for providing timely and accurate service to internal and external customers in support of the lending functions of the Bank.Key...
-
Senior Client Service Manager
3 days ago
Pittsburgh, Pennsylvania, United States Bank of America Full timeJob SummaryThis role is responsible for delivering exceptional client service and sales experiences to high net worth individuals. The successful candidate will manage client relationships, identify opportunities for growth, and collaborate with specialists to deliver integrated service experiences.Key ResponsibilitiesManage and execute client requests...
-
Loan Documentation Specialist
1 week ago
Pittsburgh, Pennsylvania, United States Logix Guru on behalf of our client Full timeJob Title: Consumer Loan Documentation SpecialistLogix Guru is seeking a highly skilled Consumer Loan Documentation Specialist to join our team on behalf of our client, a major banking institution.Job Summary:The Consumer Loan Documentation Specialist will be responsible for providing timely and accurate service to internal and external customers in support...
-
Senior Employee Relations Specialist
3 days ago
Pittsburgh, Pennsylvania, United States HRT Solutions Full timeJob DescriptionAt HRT Solutions, we are seeking a highly skilled Senior Employee Relations Specialist to join our team. This role will support the alignment of business goals with employee needs, manage HR policies and programs, and resolve conflicts and provide guidance on employee performance enablement.Key Responsibilities:Collaborate with the Legal...
-
Travel Nurse ICU Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States HealthEcareers - Client Full timeJob Title: Travel Nurse ICU SpecialistCore Medical Group is seeking a skilled Travel Nurse ICU Specialist to join our team in Pittsburgh, Pennsylvania.Job Description & RequirementsSpecialty: ICU - Intensive Care UnitDiscipline: RN - Registered NurseDuration: 13 weeksShift: 12 hoursEmployment Type: TravelAs a Travel Nurse ICU Specialist, you will have the...
-
Client Operations Specialist
3 weeks ago
Pittsburgh, Pennsylvania, United States Apex Systems Full timeClient Operations AnalystThis role is responsible for ensuring the smooth operation of client relationships. The ideal candidate will have a strong attention to detail and be able to manage multiple tasks simultaneously. A background in accounting or finance is highly desirable.Key Responsibilities:Manage client relationships and ensure timely completion of...
-
Client Accounts Specialist
1 week ago
Pittsburgh, Pennsylvania, United States Chaffin Luhana LLP Full timeJob SummaryWe are seeking a highly skilled Client Accounts Specialist to join our team at Chaffin Luhana LLP. The successful candidate will be responsible for providing exceptional customer service support to our clients throughout the client lifecycle.Key ResponsibilitiesServe as the primary point of contact for clients, providing timely and professional...
-
Client Development Specialist
2 weeks ago
Pittsburgh, Pennsylvania, United States Berkheimer Business Services Full timeClient Development ExecutiveBerkheimer Business Services is seeking a dynamic and customer-obsessed individual to join our team as a Client Development Executive. This role involves establishing new client relationships and evolving existing ones through ongoing communication and education about our valuable services.Key Responsibilities:Identify and...
-
Consumer Loan Documentation Specialist
4 weeks ago
Pittsburgh, Pennsylvania, United States Logix Guru on behalf of our client Full timeConsumer Loan Documentation SpecialistLogix Guru is partnering with a major banking client to find a skilled Consumer Loan Documentation Specialist to join their team in Pittsburgh, PA or Hermitage. This is a 4-month contract-to-hire opportunity with a possibility of extension.Job OverviewThe Consumer Loan Documentation Specialist will be responsible for...
Client Relations Specialist
2 months ago
Client Relations Specialist
Department: Private Banking
Overview of the Role:
The Client Relations Specialist is responsible for addressing all client inquiries that arise within the Private Banking Service Team. This role involves close collaboration with the entire Sales organization, Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors, and all other authorized stakeholders involved in each Private Banking transaction.
Key Responsibilities:
- Engage daily with both internal and external clients to deliver tailored solutions to their inquiries.
- Collaborate effectively with fellow members of the Private Banking Service Team to fulfill client requests.
- Work in conjunction with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance officers, borrowers, and all other authorized parties related to each transaction.
- Ensure a premier client experience across all interactions.
- Coordinate with other operational teams and the bank to improve existing processes.
- Actively contribute to assigned projects.
Qualifications and Experience:
A Bachelor’s degree or an equivalent combination of education and experience is required.
A minimum of 4 years of experience in the financial industry is essential.
At least 2 years of experience in bank operations and/or client service is preferred.
Essential Skills and Competencies:
- Strong attention to detail and comprehension of the loan process/system along with relevant lending requirements.
- Ability to organize and prioritize tasks consistently to ensure timely and efficient execution.
- Exceptional interpersonal and communication abilities.
- Demonstrated strong work ethic and capacity for self-direction.
- Analytical problem-solving skills.
- High level of attention to detail.
- Ability to thrive in a high-energy, fast-paced, team-oriented environment and adapt swiftly to changing priorities.
Tscbank is committed to providing equal employment opportunities and advancing employment for qualified individuals regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other legally protected categories.
