Private Bank Client Services Specialist

Raymond James, Inc.; Pittsburgh (Allegheny County); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Retirement savings plan

Paid time off

Job summary

Raymond James, Inc. is seeking a Client Services Representative for the Private Bank Servicing team in Pittsburgh. You will interact daily with clients and internal partners to deliver customized solutions, supporting relationship managers, portfolio managers, and compliance functions.

The role emphasizes premier client experience, attention to detail, and the ability to adapt in a fast-paced environment while contributing to process improvements and team initiatives.

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

Customer service

Bank operations

Attention to detail

Interpersonal communication

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Business Administration

Bachelor’s degree in Finance

Job description

Raymond James, Inc. is seeking a Client Services Representative for the Private Bank Servicing team in Pittsburgh. You will interact daily with clients and internal partners to deliver customized solutions, supporting relationship managers, portfolio managers, and compliance functions.

The role emphasizes premier client experience, attention to detail, and the ability to adapt in a fast-paced environment while contributing to process improvements and team initiatives.