Administrative - Client Services I

Apex Systems; Pittsburgh (Allegheny County); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

401K program

Health savings account (HSA)

Career development resources

Job summary

Everforth Apex in Pittsburgh is seeking a detail-oriented Client Services Representative to support multiple operations teams handling investment management, banking, and loan products throughout client accounts.

This role emphasizes operational accuracy, regulatory compliance, and exceptional client service across financial services functions. It requires 1–2 years of data entry and banking experience, strong communication, and proficiency with Microsoft Office.

Qualifications

• 1-2 years of data entry experience.
• 1-2 years of banking/financial services experience.
• High School Diploma or equivalent.
• Strong attention to detail with accurate processing.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office applications.
• Ability to work in a fast-paced, deadline-driven environment.
• Ability to work independently and as part of a team.

Responsibilities

• Perform high-volume data entry and review sensitive client information across multiple systems.
• Support account administration activities including openings, maintenance, and closings.
• Process activities related to KYC, securities transactions, cash management, fees, taxes, reconciliations, and records management.
• Manage documentation through scanning, filing, storage, and record retention processes.
• Process incoming and outgoing mail, including checks, loan documentation, statements, and client correspondence.
• Assist with various operational and business support projects.
• Ensure accuracy, completeness, and timeliness of all assigned work.
• Collaborate effectively with internal teams to support daily business operations.

Skills

Data entry

Banking experience

Attention to detail

Communication skills

Microsoft Office

Time management

Teamwork

Fast-paced environment

Education

High School Diploma

Associate/Bachelor preferred

Job description

Job#: 3049781

Client Services Representative

Location: Pittsburgh, PA (Onsite)

Duration: 6-Month Contract (Potential for Extension)

Schedule: Monday-Friday, 8:30 AM - 5:00 PM

Overview

We are seeking a detail-oriented Client Services Representative to support multiple operations teams responsible for investment management, banking, and loan products throughout the lifecycle of client accounts. This position plays a critical role in ensuring operational accuracy, regulatory compliance, and exceptional client service across a variety of financial services functions.

Key Responsibilities

• Perform high-volume data entry and review sensitive client information across multiple systems.
• Support account administration activities including account openings, maintenance, and account closings.
• Process activities related to KYC, securities transactions, cash management, fees, taxes, reconciliations, and records management.
• Manage documentation through scanning, filing, storage, and record retention processes.
• Process incoming and outgoing mail, including checks, loan documentation, statements, and client correspondence.
• Assist with various operational and business support projects.
• Ensure accuracy, completeness, and timeliness of all assigned work.
• Collaborate effectively with internal teams to support daily business operations.

Required Qualifications

• 1-2 years of data entry experience.
• 1-2 years of banking, financial services, or related industry experience.
• High School Diploma or equivalent.
• Strong attention to detail with the ability to process critical information accurately and efficiently.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office applications.
• Strong organizational and time-management skills with the ability to prioritize multiple tasks.
• Ability to work in a fast-paced, deadline-driven environment.
• Ability to work both independently and as part of a team.

Preferred Qualifications

• Experience supporting fiduciary, trust, wealth management, or related financial services operations.
• Associate's or Bachelor's degree preferred but not required.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.