Premium Client Services Specialist, Private Bank Ops

Raymondjames; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

Raymond James is seeking a detail-oriented professional for Private Bank Operations in Pittsburgh. You will interact daily with clients, deliver customized loan solutions, and collaborate with relationship managers, inside sales, and compliance to ensure smooth transactions.

The role demands strong communication, organizational skills, and the ability to adapt in a fast-paced, team-driven environment. Travel is limited; residency at the location is expected.

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.

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

Interpersonal skills

Communication

Organization & prioritization

Self-motivation

Analytical thinking

Teamwork

Education

Bachelor's degree in Accounting

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Job description

Raymond James is seeking a detail-oriented professional for Private Bank Operations in Pittsburgh. You will interact daily with clients, deliver customized loan solutions, and collaborate with relationship managers, inside sales, and compliance to ensure smooth transactions.

The role demands strong communication, organizational skills, and the ability to adapt in a fast-paced, team-driven environment. Travel is limited; residency at the location is expected.