Client Processing Specialist I

Jobtailor; Pittsburgh (Allegheny County); On-site; USD 45,000 - 65,000; Full time

Job summary

Jobtailor in Pittsburgh is seeking a client service professional to provide routine and complex support, handling account transactions and coordinating with internal teams for timely service delivery.

The role emphasizes adaptability, research-driven resolutions, and escalation of complex issues to senior colleagues to maintain client satisfaction.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 0-3 years of total work experience is preferred.
• Experience in brokerage processing is preferred.
• Applicable local/regional licenses or certifications as required by the business.

Responsibilities

• Perform routine and non-routine client service and transactional support functions.
• Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues.
• Process account related transactions per scheduled events/client authenticated direction.
• Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues.

Job description

• Perform routine and non-routine client service and transactional support functions
• Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
• Process account related transactions per scheduled events/client authenticated direction
• Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required
• 0-3 years of total work experience is preferred
• Experience in brokerage processing is preferred
• Applicable local/regional licenses or certifications as required by the business

Core Competencies

Demonstrates strong client service capabilities and effective communication skills while managing account transactions and resolving issues. Possesses the ability to adapt responses based on client interactions and escalating complex situations appropriately.

Highest-signal resume keywords

• Client Service
• Brokerage Processing
• Account Transaction Management
• Problem Resolution
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Account Transaction Processing
• Client Interaction
• Research Skills
• Service Delivery

Soft Skills

• Adaptability
• Team Collaboration

Certifications & Qualifications

• Applicable Local/Regional Licenses

Industry Keywords

• Brokerage
• Client Service Functions
• Transactional Support