Private Banking Client Services Specialist

Raymond James; Pittsburgh (Allegheny County); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James is seeking a Client Services Representative - Servicing in the Private Bank Service Team to support client requests and deliver a premier client experience. You will collaborate with relationship managers, portfolio managers, counsel, and compliance to ensure accurate and timely servicing of each Private Banking transaction.

The role emphasizes attention to detail, strong communication, and the ability to adapt in a fast-paced, team-oriented environment within the Private Bank

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.
• Attention to detail and understanding of loan process and lending requirements.
• Ability to organize and prioritize work to ensure timely execution.
• Strong interpersonal and communication skills.

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

Detail orientation

Prioritization

Interpersonal skills

Communication

Work ethic

Analytical problem-solving

Team adaptability

Education

Bachelor's in Accounting

Bachelor's in Business Administration

Bachelor's in Finance

Job description

Raymond James is seeking a Client Services Representative - Servicing in the Private Bank Service Team to support client requests and deliver a premier client experience. You will collaborate with relationship managers, portfolio managers, counsel, and compliance to ensure accurate and timely servicing of each Private Banking transaction.

The role emphasizes attention to detail, strong communication, and the ability to adapt in a fast-paced, team-oriented environment within the Private Bank