Client Services Representative

Job Summary:

The Client Services Representative - Fulfillment & Production position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus on a specific functional area of the Private Bank Fulfillment and Production team, such as application intake, document generation, processing modifications, or initializing money requests.

This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Must Haves:

+ Bachelor's Degree required

+ Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred

+ Understanding of loan process/system and applicable lending requirements

Skills:

+ Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution

+ Exceptional interpersonal and communication skills

+ Proficiency in Microsoft Office preferred

+ Keen attention to detail and understanding of loan process/system and applicable lending requirements

+ Analytical problem-solving capabilities

+ Strong work ethic and ability to be self-directed

+ Ability to work effectively in a fast-paced, team-oriented work environment and adapt quickly to changing priorities

Essential Duties & Responsibilities:

+ Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation

+ Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests

+ Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction

+ Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements

+ Works closely with other teams within operations and throughout the bank to enhance current processes

+ Participates effectively in assigned projects

Job Type & Location

This is a Contract to Hire position based out of Pittsburgh, PA.

Pay and Benefits

The pay range for this position is $31.42 - $31.42/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:  - Medical, dental & vision
- Critical Illness, Accident, and Hospital  - 401(k) Retirement Plan
- Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)  - Short and long-term disability
- Health Spending Account (HSA)  - Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Pittsburgh,PA.

Final date to receive applications

This position is anticipated to close on Jul 13, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.

That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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