Client Services Specialist – Private Banking Fulfillment

Raymond James; Pittsburgh (Allegheny County); On-site; USD 34,000 - 45,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

Raymond James is seeking a Client Services Representative for Fulfillment & Production to coordinate the end-to-end Private Banking loan account process and deliver premier client service. The role requires collaboration with Sales, Portfolio Management, Counsel, Compliance, and other stakeholders to ensure smooth transactions.

Responsibilities include accurate data capture, supporting the Fulfillment team, and contributing to process improvements while maintaining high-quality service for

Qualifications

• Bachelor’s Degree required.
• Minimum 4 years of financial industry experience required, 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

Organizational skills

Interpersonal skills

Microsoft Office

Attention to detail

Analytical thinking

Work ethic

Team player

Adaptability

Bachelor's degree

Financial services experience

Education

Bachelor’s Degree

Job description

Raymond James is seeking a Client Services Representative for Fulfillment & Production to coordinate the end-to-end Private Banking loan account process and deliver premier client service. The role requires collaboration with Sales, Portfolio Management, Counsel, Compliance, and other stakeholders to ensure smooth transactions.

Responsibilities include accurate data capture, supporting the Fulfillment team, and contributing to process improvements while maintaining high-quality service for