Private Banking Client Services Specialist

raymondjames; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement savings

Paid time off

Job summary

Raymond James is seeking a Client Services Representative - Servicing within the Private Bank Service Team. The role involves daily client interaction to provide customized solutions and close collaboration with relationship managers, portfolio managers, and compliance to support each transaction.

The position requires strong interpersonal and communication skills, a high attention to detail, and the ability to work in a fast-paced, team-oriented environment.

Qualifications

• High attention to detail and understanding of loan process/system and applicable lending requirements.
• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution.
• Exceptional interpersonal and communication skills.
• Strong work ethic and ability to be self- directed.
• Analytical problem-solving capabilities.
• Ability to work in a high-energy, fast-paced, team-oriented environment and adapt quickly to changing priorities.

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 skills

Self-directed

Analytical problem-solving

Education

Bachelor's degree

Job description

Raymond James is seeking a Client Services Representative - Servicing within the Private Bank Service Team. The role involves daily client interaction to provide customized solutions and close collaboration with relationship managers, portfolio managers, and compliance to support each transaction.

The position requires strong interpersonal and communication skills, a high attention to detail, and the ability to work in a fast-paced, team-oriented environment.