Client Services Representative (MUST HAVE FINANCE EXP)

TEKsystems•Pittsburgh, PA

2d•$31 - $31•Onsite

About The Position

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.

Requirements

Finance experience required
Bachelors REQUIRED
Expert Level experience

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