Client Services Associate
3 days ago
We are seeking a highly skilled and detail-oriented Client Services Associate to join our Private Banking team. As a Client Services Associate, you will be responsible for providing exceptional customer service to our high net worth clients, ensuring their banking needs are met and exceeded.
Key Responsibilities:- Provide client service support on all account inquiries, including loans, online banking, and mobile banking.
- Engage in all functions of a consumer loan from application to closing.
- Complete and maintain client documentation files for all assigned consumer and commercial loans.
- Open private banking depository accounts and provide corresponding client support on deposits and maintenance activities.
- Maintain all records and clear associated KYC exceptions promptly.
- Originate wire transfers based on client instructions.
- Assist in the preparation of various management reports and provide CRM system profile and certain other inputs.
- High school diploma or equivalent required.
- 3+ years of experience in banking operations or a related field.
- Excellent customer service skills and ability to work in a fast-paced environment.
- Strong analytical and problem-solving skills.
- Ability to use general office equipment and software, including MS Word, Excel, and PowerPoint.
- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
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Client Service Associate
6 days ago
Pittsburgh, Pennsylvania, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled and motivated Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service and support to our clients, ensuring that their needs are met and exceeded.Key Responsibilities:Provide sales, service, and execution...
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Client Service Associate
3 days ago
Pittsburgh, Pennsylvania, United States PNC Full timeJob Title: Client Service AssociateAt PNC, we are committed to delivering exceptional client experiences. As a Client Service Associate, you will play a critical role in ensuring our clients receive the highest level of service and support.Key Responsibilities:Provide exceptional client service and support through various channels, including phone, email,...
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Client Services Associate
3 weeks ago
Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full timeJob SummaryWe are seeking a highly skilled Client Services Associate to join our Private Banking team at First National Bank of Pennsylvania. As a Client Services Associate, you will be responsible for providing exceptional customer service to our high net worth clients, assisting with client onboarding, and maintaining accurate records.Key...
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Client Services Associate
2 weeks ago
Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full timeJob Summary:We are seeking a highly skilled Client Services Associate to join our Private Banking team. As a key member of our team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key Responsibilities:Provide client service support on all account inquiries, including loans, online banking, and...
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Client Service Associate
2 weeks ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full time{"title": "Client Service Associate", "description": "Job SummaryThe Coury Firm is seeking a highly skilled Client Service Associate to join our Private Wealth division. As a key member of our team, you will be responsible for providing exceptional client service, managing client documentation, and ensuring the accuracy and completeness of client reporting...
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Client Service Associate
4 days ago
Pittsburgh, Pennsylvania, United States BNY Mellon Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our Treasury Services Client Services team as an Associate, Client Service. This role is located in Lake Mary, FL or Pittsburgh, PA.Key ResponsibilitiesWork with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY...
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Client Services Associate
1 week ago
Pittsburgh, Pennsylvania, United States TransPerfect Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at TransPerfect. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, managing and coordinating the completion of language projects, and ensuring timely and accurate delivery of...
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Client Services Associate
2 days ago
Pittsburgh, Pennsylvania, United States TransPerfect Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Services Associate to join our team at TransPerfect. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, managing and coordinating the completion of all language projects, and ensuring that our clients receive the highest...
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Client Services Associate
6 days ago
Pittsburgh, Pennsylvania, United States TransPerfect Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Services Associate to join our team at TransPerfect. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, managing and coordinating the completion of all language projects, and ensuring that our clients receive the highest...
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Client Services Associate
3 days ago
Pittsburgh, Pennsylvania, United States TransPerfect Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Services Associate to join our team at TransPerfect. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, managing and coordinating the completion of all language projects, and ensuring timely and accurate delivery of...
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Client Services Associate
2 days ago
Pittsburgh, Pennsylvania, United States TransPerfect Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Services Associate to join our team at TransPerfect. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, managing and coordinating the completion of all language projects, and ensuring timely and accurate delivery of...
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Client Services Associate
3 days ago
Pittsburgh, Pennsylvania, United States TransPerfect Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at TransPerfect. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, managing and coordinating the completion of language projects, and ensuring timely and accurate delivery of...
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Client Service Associate
1 week ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeAbout The Coury FirmThe 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.Job OverviewThe Client Service Associate will be an integral part of The Coury Firm's Private Wealth division, supporting and...
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Associate, Client Service II
7 days ago
Pittsburgh, Pennsylvania, United States BNY Mellon Full timeJob Title: Associate, Client Service IIAt BNY Mellon, we're seeking a talented Associate, Client Service II to join our Corporate Trust/CLO team. This role is located in Pittsburgh, PA, and offers a hybrid work arrangement.Key Responsibilities:Work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources...
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Client Services Associate
1 month ago
Pittsburgh, Pennsylvania, United States Tscbank Full timeClient Services Associate - Modifications & FulfillmentDepartment: Private Banking Service TeamOverview of the Role:The Client Services Associate plays a pivotal role in managing the Private Banking loan account lifecycle, ensuring exceptional service delivery and support to clients. This position entails focusing on specific functions within the Private...
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Associate, Client Service Specialist
6 days ago
Pittsburgh, Pennsylvania, United States BNY Mellon Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate, Client Service I to join our Wealth Management team in Pittsburgh, PA. As a key member of our team, you will be responsible for providing exceptional client service and support to our external clients.Key ResponsibilitiesResolve day-to-day issues and direct clients to appropriate...
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Client Service Associate, Private Wealth
3 days ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeJob Title: Client Service Associate, Private WealthThe Coury Firm is a leading multi-family office, asset management, and strategic business advisory firm serving ultra-high-net-worth individuals, families, and their business interests. We are seeking a highly skilled Client Service Associate to join our Private Wealth division.Key Responsibilities:Support...
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Client Service Associate, Private Wealth
3 weeks ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeJob Title: Client Service Associate, Private WealthThe Coury Firm is a leading multi-family office, asset management, and strategic business advisory firm serving ultra-high-net-worth individuals, families, and their business interests.Role OverviewThe Client Service Associate will be an integral part of our Private Wealth division, supporting and...
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Client Service Associate, Private Wealth
3 weeks ago
Pittsburgh, Pennsylvania, United States The Coury Firm Full timeAbout The Coury FirmThe 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.We are a leading provider of wealth management services, with a strong reputation for delivering exceptional results and personalized...
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Pittsburgh, Pennsylvania, United States The Coury Firm Full timeAbout The Coury FirmThe 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.Our firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.Job SummaryThe...