Client Services Representative - Servicing

Raymond James; Pittsburgh (Allegheny County); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Client Services Representative – Servicing for our Private Bank Service Team in the United States. You will interact daily with clients, partners, and advisors to provide customized solutions and premier service across all client engagements.

You will work closely with relationship managers and portfolio teams, supporting transactions and contributing to process improvements in a high-energy, team-oriented environment.

Qualifications

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

Responsibilities

• Interact daily with internal and external clients and provide customized solutions to their requests.
• Partner effectively with other members of the Private Bank Service Team.
• Work closely with relationship managers, inside sales, portfolio managers, compliance and other authorized parties.

Skills

Attention to detail

Organization & prioritization

Interpersonal & communication

Strong work ethic

Analytical problem-solving

Team-oriented, fast-paced

Education

Bachelor's degree in Business Administration

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.

Job Description

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

• Minimum of 4 years of combined education and/or customer service, operations, financial services, or related experience
• Prior 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 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
• Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

Education

Bachelor’s: Business Administration

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Resident

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.

• 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)
• parental leave

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 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

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.

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