Client Services Representative - Servicing

Raymond James•Pittsburgh, PA

4d•Onsite

About The Position

The Client Services Representative – Servicing supports all client requests originating within the Private Bank Service Team. This position includes working closely 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.

Requirements

Minimum of 4 years of combined education and/or customer service, operations, financial services, or related experience
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

Nice To Haves

Prior bank operations and/or client service experience preferred.
Bachelor's degree or an equivalent combination of education and relevant work experience preferred.

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