Client Services Lead – Fulfillment & Production

NextPath Career Partners; Pittsburgh (Allegheny County); On-site; USD 34,000 - 44,000; Part time

Job summary

NextPath Workforce Solutions in Pittsburgh, PA, seeks a Client Services Representative – Fulfillment & Production to join the client’s team onsite on a contract basis. The role focuses on accurate data entry, collaboration with Fulfillment teams, and delivering a premier client experience.

Requirements include 4+ years in financial services, bank operations or client service experience, and strong communication skills. Proficiency in Microsoft Office and keen attention to detail are desired.

Qualifications

• Minimum 4 years in the financial industry.
• At least 2 years in bank operations or client service.
• Ability to organize and prioritize work.
• Exceptional interpersonal and communication skills.
• Proficiency in Microsoft Office.
• Attention to detail and understanding of loan processes.
• Analytical problem-solving capabilities.

Responsibilities

• Enter complete and accurate client data in loan applications and internal systems.
• Support client requests with Private Bank Fulfillment and Production teams.
• Partner with relationship managers, portfolio managers, counsel, and compliance.
• Deliver premier client experience through thoroughness and detail.
• Collaborate with other teams to improve operational processes.
• Participate in projects to enhance workflow efficiency.

Skills

Financial industry experience

Bank operations experience

Organizational skills

Interpersonal communication

MS Office proficiency

Attention to detail

Analytical problem solving

Tools

Microsoft Office

Job description

NextPath Workforce Solutions in Pittsburgh, PA, seeks a Client Services Representative – Fulfillment & Production to join the client’s team onsite on a contract basis. The role focuses on accurate data entry, collaboration with Fulfillment teams, and delivering a premier client experience.

Requirements include 4+ years in financial services, bank operations or client service experience, and strong communication skills. Proficiency in Microsoft Office and keen attention to detail are desired.