Private Banking Client Services Specialist

331 TriState Capital Bank; Pittsburgh (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

Raymond James is seeking a Client Services Representative - Servicing within the Private Bank Service Team. You will interact daily with clients and support their requests, partnering with Sales, Portfolio Management, Counsel, Compliance, and Financial Advisors.

Deliver premier client experience and work with operations to improve processes, while participating in projects. Requires a Bachelor’s degree or equivalent and 4+ years in customer service/financial services; bank operations experience

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.
• Keen 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.
• High level attention to detail.
• Ability to work in a high-energy, fast-paced, team-oriented work 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

Loan process understanding

Organization

Interpersonal skills

Self-directed

Analytical problem solving

Teamwork

Adaptability

Education

Bachelor’s degree

4+ years relevant experience

Job description

Raymond James is seeking a Client Services Representative - Servicing within the Private Bank Service Team. You will interact daily with clients and support their requests, partnering with Sales, Portfolio Management, Counsel, Compliance, and Financial Advisors.

Deliver premier client experience and work with operations to improve processes, while participating in projects. Requires a Bachelor’s degree or equivalent and 4+ years in customer service/financial services; bank operations experience