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Client Services Representative

1 week ago

Pittsburgh, Pennsylvania, United States IntePros Full time
We are seeking a highly organized and motivated Client and Operations Support Specialist to assist multiple Investment Management, Banking, and Loan Operations teams throughout the lifecycle of an account. This is a fantastic opportunity to contribute to a dynamic financial services team while developing expertise in account management, securities processing, tax, loan origination, reconciliations, and more.
Key Responsibilities:
  • Perform data entry and review of sensitive client information across multiple systems.
  • Manage critical documents, including scanning, filing, and vault maintenance.
  • Process incoming and outgoing mail, including checks, proxies, loan documentation, statements, and client communications.
  • Provide support for various operational projects and process improvements.
  • Ensure compliance with banking and investment management procedures.
Required Skills & Experience:
  • 1-2 years of data entry experience in banking or financial services with a strong focus on accuracy and speed.
  • Exceptional attention to detail with the ability to process critical financial data accurately.
  • Strong client service skills, both written and verbal.
  • Proficiency in Microsoft Office Suite (Excel, Outlook, Word).
  • Highly organized with the ability to prioritize multiple tasks in a dynamic environment.
  • Comfortable working in a fast-paced, deadline-driven environment with a sense of urgency.
  • Ability to work on-site in Pittsburgh 5 days a week.
Why Join Us?
  • Gain hands-on experience across multiple financial service operations.
  • Be part of a collaborative, fast-paced team that values accuracy and efficiency.
  • Opportunity for growth in investment management and banking operations.
If you are a detail-oriented professional looking for an opportunity to grow in financial operations, apply today and become part of a team that drives excellence in investment management and banking services

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