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Client Services Representative - Servicing
Job in
Pittsburgh, Allegheny County, Pennsylvania, 15222, USA
Listed on 2026-08-11
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Banking Operations, Bank Customer Service
Job Description & How to Apply Below
* ** Position:*
* + 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
** Education and Experience*
* ** Requirements:*
* + Minimum of 4 years of combined education and/or customer service, operations, financial services, or related experience
+ Prior bank operations and/or client service experience preferred.
+ Bachelor's degree or an equivalent combination of education and relevant work experience preferred.
** Essential Skills and*
* ** Abilities:*
* + 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 work environment and adapt quickly to changing priorities
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