Client Services Analyst

3 weeks ago


Pittsburgh, United States IntePros Full time

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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