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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
Full Time
$48k-63k (estimate)
05/30/2024
06/15/2024
The following is the career advancement route for Client Services Analyst positions, which can be used as a reference in future career path planning. As a Client Services Analyst, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Analyst. You can explore the career advancement for a Client Services Analyst below and select your interested title to get hiring information.