Client Services Representative - Servicing

Raymond James Financial, Inc.; Pittsburgh (Allegheny County); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Paid Time Off

Job summary

Raymond James Financial, Inc. is seeking a Client Services Representative – Servicing within its Private Bank Service Team in Pittsburgh.

The role focuses on delivering premier client experiences, collaborating with relationship managers, portfolio managers, and compliance to fulfill client requests, and contributing to process improvements. The ideal candidate will have 4+ years of related experience, strong communication skills, and a detail-oriented approach to loan processes.

Qualifications

• Minimum of 4 years of combined education and/or customer service, operations, financial services, or related experience.
• Bachelor's degree or an equivalent combination of education and relevant work experience preferred.
• Excellent attention to detail and understanding of loan processes and lending requirements.
• Strong interpersonal and communication skills; able to work in a fast-paced, team-oriented environment.

Responsibilities

• Interacts daily with internal and external clients and provides customized solutions.
• Works closely with relationship managers, inside sales, portfolio managers, and compliance teams.
• Supports client requests and enhances processes across operations and the bank.
• Participates in projects and collaborates with various stakeholders to deliver client-first service.

Job description

Job Description SummaryThe 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.Job DescriptionPrimary Functions of the Position:Interacts daily with internal and external clients and provide customized solutions to their requestsPartners effectively with other members of the Private Bank Service Team in supporting client requestsWorks closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transactionProvides premier client experience across all client engagementsWorks closely with other teams within operations and the bank to enhance current processesActively participates in projects as assignedEducation and Experience Requirements:Minimum of 4 years of combined education and/or customer service, operations, financial services, or related experiencePrior bank operations and/or client service experience preferred.Bachelor's degree or an equivalent combination of education and relevant work experience preferred.Essential Skills and Abilities:High attention to detail and understanding of loan process/system and applicable lending requirementsAbility to organize and prioritize work assignments in a consistent manner to ensure timely and efficient executionExceptional interpersonal and communication skillsStrong work ethic and ability to be self- directedAnalytical problem-solving capabilitiesAbility to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing prioritiesEducationBachelor’s: Business AdministrationWork ExperienceGeneral Experience - 13 months to 3 yearsCertificationsTravelLess than 25%WorkstyleResidentThe 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.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.We expect our associates at all levels to:Grow professionally and inspire others to do the sameWork with and through others to achieve desired outcomesMake prompt, pragmatic choices and act with the client in mindTake ownership and hold themselves and others accountable for delivering results that matterContribute to the continuous evolution of the firmAt 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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.