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Client Account Specialist

2 months ago

Pittsburgh, Pennsylvania, United States Apex Systems Full time
Client Account Specialist

In this role, you will provide essential support to various Operations teams that oversee Investment Management, Banking, and Loan products throughout the account lifecycle. Your responsibilities will encompass tasks related to Account Openings, management of Contracts/Client Agreements, Records Management, and involvement in significant projects.

Key Responsibilities:
  • Evaluating and approving documentation and information for new account applications and account updates.
  • Executing data entry and scrutinizing sensitive client information across diverse systems.
  • Handling documents by reviewing, identifying, and annotating in accordance with new directives.
  • Offering assistance for various projects.
Essential Skills:
  • Proven attention to detail and the ability to process critical data accurately and promptly.
  • Strong client service capabilities through effective written and verbal communication.
  • Proficiency in Microsoft Office applications.
  • A background as a Paralegal or in legal studies would be beneficial.
  • Excellent organizational skills with the ability to prioritize tasks in a dynamic environment.
  • Ability to thrive in a fast-paced, deadline-driven setting while maintaining professionalism.
  • Skill in working both independently and as part of a team.
Working Hours: Monday - Friday 8:00-5:30 pm
  • Hybrid work model available.
  • Top 3 Skills Required:
    • Effective time management.
    • Meticulous attention to detail.
    • Strong reading comprehension.


Apex Systems is dedicated to fostering a workplace that values diversity and equal opportunity. We are committed to creating an inclusive environment free from discrimination. Our organization offers valuable career development resources, training, certifications, and a comprehensive benefits package, all while promoting a culture of innovation, collaboration, and continuous growth.