127 Client Services Representative Jobs in Pittsburgh, PA
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The Judge Group is Hiring a Client Services Representative Near Pittsburgh, PA
Title: Client Services
Location: Pittsburgh PA
6 Months Contract
Job Description- attachment:
This role will assist multiple Operations teams who support Investment management, banking, and loan products throughout the life of an account. Supporting client facing teams, nationwide , in cash disbursements and supporting functions.
• Executes activities associated with facilitating cash movement for Wealth Management clients on IM and banking platforms
– Review documentation to ensure compliance with risk and compliance procedures
– Enter transactional details to facilitate cash movement
– Outgoing cash movement includes, foreign and domestic wires, ACH, checks and internal transfers
– Foster strong partnership with client facing staff nationwide
– Data entry and review of sensitive client information across multiple systems and processes
– Various project support tasks
Job Summary
Contractor
Business Services
08/03/2024
08/31/2024
judge.com
FORT MYERS, FL
3,000 - 7,500
1970
Private
TINA GANNON
$200M - $500M
Business Services
Related Companies
About The Judge Group
The Judge Group provides staffing, corporate training and digital consulting services.
The job skills required for Client Services Representative include Data Entry, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Representative positions, which can be used as a reference in future career path planning. As a Client Services Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative. You can explore the career advancement for a Client Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Representative job description and responsibilities
Providing the clients with product and service knowledge.
02/20/2022: Colorado Springs, CO
The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.
12/29/2021: Roanoke, VA
The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.
01/13/2022: Santa Ana, CA
The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio
02/10/2022: Fresno, CA
Planning and making a schedule for the monthly meetings with the clients.
03/01/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
01/02/2022: Fargo, ND
Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.
12/22/2021: Elkhart, IN
Review the job description for a Client Services Representative.
01/01/2022: Carson City, NV
The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
12/30/2021: Santa Rosa, CA
The representative may be seated at a desk or workstation, or they may be on the phone with clients.
02/17/2022: Knoxville, TN
Step 3: View the best colleges and universities for Client Services Representative.
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