Client Services Representative

SGS Technologie Pvt Ltd.; Pittsburgh (Allegheny County); On-site; USD 42,000 - 66,000; Full time

Job summary

SGS Technologie Pvt Ltd in Pittsburgh seeks a Client Services Representative – Fulfillment & Production to coordinate end-to-end Private Banking loan processes and deliver exemplary service to clients. The role emphasizes accurate data capture and collaboration across teams.

You will work closely with relationship managers, portfolio managers, counsel, compliance, and borrowers to ensure timely, compliant transactions and a premier client experience that supports client retention.

Qualifications

• Minimum 4 years of financial industry experience, including 2 years of bank operations and/or client service experience preferred

Responsibilities

• Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation
• Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests
• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
• Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
• Works closely with other teams within operations and throughout the bank to enhance current processes
• Participates effectively in assigned projects

Skills

Attention to detail

Client data accuracy

Communication skills

Job description

Full-time onsite role 8 AM- 5 PM Monday through Friday.

Office is located at 301 Grant St Ste 2700 Pittsburgh, PA, 15219. Avg (USD)90/ month parking fee to be paid by worker (varies based on parking lot they choose)

Opportunity for extension based on performance/attendance

Summary:

The Client Services Representative – Fulfillment & Production position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus on a specific functional area of the Private Bank Fulfillment and Production team, such as application intake, document generation, processing modifications, or initializing money requests. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Primary Functions of the Position:

• Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation
• Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests
• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
• Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
• Works closely with other teams within operations and throughout the bank to enhance current processes
• Participates effectively in assigned projects

Education:

• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred