Private Banking Client Fulfillment Specialist

Raymond James; Pittsburgh (Allegheny County); On-site; USD 27,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

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 exemplary client service. You will partner with Sales, Portfolio Management, counsel, Compliance, and other stakeholders to ensure accurate data, timely processing, and a premier client experience across engagements.

The role emphasizes attention to detail, collaboration across teams, and support for various functional areas,

Qualifications

• Bachelor’s Degree required.
• Minimum 4 years of financial industry experience, 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 Private Bank Fulfillment and Production Team to support client requests.
• Partners with relationship managers, inside sales reps, portfolio managers, internal and external counsel, compliance, borrowers, and all authorized parties for each transaction.
• Through attention to detail, provides a premier client experience across all client engagements.
• Collaborates with other operations teams to enhance current processes.
• Participates effectively in assigned projects.

Skills

Organize & prioritize work

Interpersonal communication

Attention to detail

Analytical problem-solving

Work ethic

Team work & adapt to fast-paced

Education

Bachelor’s Degree

Tools

Microsoft Office

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 exemplary client service. You will partner with Sales, Portfolio Management, counsel, Compliance, and other stakeholders to ensure accurate data, timely processing, and a premier client experience across engagements.

The role emphasizes attention to detail, collaboration across teams, and support for various functional areas,