Specialist, Client Processing
About The Position
We’re seeking a future team member for the role of Specialist, Client Processing to join our Conventional Trust Client Platform team. This role is located in Pittsburgh. In this role, you’ll make an impact in the following ways: Perform routine and non-routine client service and transactional support functions Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues Process account related transactions per scheduled events/client authenticated direction Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required
- Applicable local/regional licenses or certifications as required by the business
Nice To Haves
- 0-3 years of total work experience is preferred
- Experience in brokerage processing is preferred
Responsibilities
- Perform routine and non-routine client service and transactional support functions
- Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
- Process account related transactions per scheduled events/client authenticated direction
- Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- generous paid leaves
- paid volunteer time
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
