Client Services Analyst
3 weeks ago
IntePros is excited to partner with a Fortune 200 Investment Banking and Financial Company in helping them identify a Client Services Analyst for a critical engagement in Pittsburgh, PA.
This role will assist multiple Operations teams who support Wealth Management, Operations though out the life of an account. The functional work performed supports processes related to Account Openings, KYC, Securities Processing, Various Cash Activities, Fees, Tax, Mortgage and Loan Origination/Advances/Payments, Deposits, Accounting, Reconciliations, Records Management and Account Closings.
Key Responsibilities:
Data entry and review of sensitive client information across multiple systems and processes
Document management including scanning, filing, vault maintenance
Processing of incoming and outgoing mail which includes checks, proxies, loan documentation, statements and various client communications
Various project support tasks
Trade Settlement
Communication with internal stakeholders
Skills Required:
Strong attention to detail with ability to process critical data accurately and timely
Excellent client service skills using both written and oral communication
Experienced user of Microsoft Office products
High organizational ability while being able to prioritize multiple tasks in a changing environment
Ability to work in a fast-paced, deadline-driven environment with a sense of urgency
Ability to work independently and in a team setting
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