Client Services Representative, Servicing

331 TriState Capital Bank; Pittsburgh (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

Raymond James is seeking a Client Services Representative - Servicing within the Private Bank Service Team. You will interact daily with clients and support their requests, partnering with Sales, Portfolio Management, Counsel, Compliance, and Financial Advisors.

Deliver premier client experience and work with operations to improve processes, while participating in projects. Requires a Bachelor’s degree or equivalent and 4+ years in customer service/financial services; bank operations experience

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Minimum 4 years of combined education and/or customer service, financial services or related experience.
• Prior bank operations and/or client service experience preferred.
• Keen attention to detail and understanding of loan process/system and applicable lending requirements.
• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution.
• Exceptional interpersonal and communication skills.
• Strong work ethic and ability to be self-directed.
• Analytical problem-solving capabilities.
• High level attention to detail.
• Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities.

Responsibilities

• Interacts daily with internal and external clients and provide customized solutions to their requests.
• Partners effectively with other members of the Private Bank Service Team in supporting client requests.
• Works closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transaction.
• Provides premier client experience across all client engagements.
• Works closely with other teams within operations and the bank to enhance current processes.
• Actively participates in projects as assigned.

Skills

Attention to detail

Loan process understanding

Organization

Interpersonal skills

Self-directed

Analytical problem solving

Teamwork

Adaptability

Education

Bachelor’s degree

4+ years relevant experience

Job description

Job Description Summary

The Client Services Representative - Servicing supports all client requests originating within the Private Bank Service Team. This position includes working closely 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.

Primary Functions of the Position

• Interacts daily with internal and external clients and provide customized solutions to their requests.
• Partners effectively with other members of the Private Bank Service Team in supporting client requests.
• Works closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transaction.
• Provides premier client experience across all client engagements.
• Works closely with other teams within operations and the bank to enhance current processes.
• Actively participates in projects as assigned.

Education and Experience Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• Minimum 4 years of combined education and/or customer service, financial services or related experience.
• Prior bank operations and/or client service experience preferred.

Essential Skills and Abilities

• Keen attention to detail and understanding of loan process/system and applicable lending requirements.
• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution.
• Exceptional interpersonal and communication skills.
• Strong work ethic and ability to be self-directed.
• Analytical problem-solving capabilities.
• High level attention to detail.
• Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities.

Education

Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

Work Experience General Experience - 3 to 6 years Certifications Travel Less than 25% Workstyle Resident

Compensation and Benefits

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

Company Values and Culture

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

Associate Expectations

• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

People-first Culture

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.

Equal Opportunity Statement

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Company Profile

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Thank You Note

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.

Additional Company Information

Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start - or continue - growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James - and why they stay.