Client Services Representative (5729)

NextPath Career Partners

Pittsburgh (Allegheny County)

On-site

USD 62,000 - 68,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Qualifications

  • Minimum 4 years of financial industry experience.
  • At least 2 years of bank operations and/or client service experience preferred.
  • Ability to organize and prioritize work for timely, efficient execution.
  • Exceptional interpersonal and communication skills.
  • Proficiency in Microsoft Office preferred.
  • Keen attention to detail with a solid understanding of loan processes/systems and lending requirements.
  • Strong analytical and problem‑solving skills.

Responsibilities

  • Ensure complete and accurate client data capture in loan applications, systems, and documentation
  • Support client requests by working closely with the Private Bank Fulfillment and Production team
  • Partner effectively with relationship managers, portfolio managers, counsel, compliance, borrowers, and other parties involved in transactions
  • Deliver a high‑quality client experience through attention to detail and thoroughness
  • Collaborate with internal teams to improve processes and efficiencies
  • Participate actively in assigned projects

Skills

Client service
Interpersonal skills
Communication skills
Organizational skills
Microsoft Office
Attention to detail
Loan processes
Analytical skills

Tools

Microsoft Office

Job description

NextPath Workforce Solutions is currently seeking a Client Services Representative to join our client’s team in Pittsburgh, PA. This is an Onsite, Contract position.

SALARY: $30-$32.50 per hour (depending on experience).

Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

REQUIREMENTS
  • Minimum 4 years of financial industry experience required
  • At least 2 years of bank operations and/or client service experience preferred
  • Ability to organize and prioritize work for timely, efficient execution
  • Exceptional interpersonal and communication skills
  • Proficiency in Microsoft Office preferred
  • Keen attention to detail with a solid understanding of loan processes/systems and lending requirements
  • Strong analytical and problem‑solving skills
RESPONSIBILITIES
  • Ensure complete and accurate client data capture in loan applications, systems, and documentation
  • Support client requests by working closely with the Private Bank Fulfillment and Production team
  • Partner effectively with relationship managers, portfolio managers, counsel, compliance, borrowers, and other parties involved in transactions
  • Deliver a high‑quality client experience through attention to detail and thoroughness
  • Collaborate with internal teams to improve processes and efficiencies
  • Participate actively in assigned projects
NextPath Workforce Solutions

NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project‑based, contract‑to‑hire, and direct hire roles.

We are an Equal Opportunity Employer

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Loan Services & Client Experience Specialist
Loan Services & Client Experience Specialist

NextPath Career Partners • Pittsburgh

On-site
USD 30 - 32
Client Services Representative – Servicing Client Services Pittsburgh, PA
Client Services Representative – Servicing Client Services Pittsburgh, PA

TriState Capital Bank • Pittsburgh, Northern (KY)

Hybrid
USD 42,000 - 62,000
Client Services Representative – Servicing Client Services Pittsburgh, PA
Client Services Representative – Servicing Client Services Pittsburgh, PA

Tristate Capital Holdings, Inc. • Pittsburgh, Northern (KY)

Hybrid
USD 45,000 - 65,000
Financial Services Professional
Financial Services Professional

Revolution Technologies • Pittsburgh

On-site
Laptop provided
Paid parking
Client Services Representative (MUST HAVE FINANCE EXP)
Client Services Representative (MUST HAVE FINANCE EXP)

TEKsystems • United States

On-site
USD 37,000 - 50,000
Laptop provided
Client Services Representative, Fulfillment & Close Loan Operations Pittsburgh, PA
Client Services Representative, Fulfillment & Close Loan Operations Pittsburgh, PA

Tristate Capital Holdings, Inc. • Pittsburgh

On-site
USD 55,000 - 75,000
Client Services Representative, Fulfillment & Close Loan Operations Pittsburgh, PA
Client Services Representative, Fulfillment & Close Loan Operations Pittsburgh, PA

TriState Capital Bank • Pittsburgh

On-site
USD 50,000 - 70,000
Specialist, Client Operations Representative
Specialist, Client Operations Representative

BNY • Pittsburgh

Hybrid
USD 45,000 - 60,000
Competitive compensation
Comprehensive benefits package
Paid volunteer time
Client Services Representative (MUST HAVE FINANCE EXP)
Client Services Representative (MUST HAVE FINANCE EXP)

TEKsystems • Pittsburgh

On-site
USD 37,000 - 50,000
Laptop provided
Parking allowance
Private Banking Client Services Specialist
Private Banking Client Services Specialist

TEKsystems • United States

On-site
USD 37,000 - 50,000
Laptop provided