What are the responsibilities and job description for the Client Services Associate position at IntePros?
Exciting Opportunity in Wealth Management: Operations Associate
Location: Pittsburgh, PA
Industry: Wealth Management
About Us
We are committed to providing top-tier financial services to our clients, and we believe that our success starts with exceptional talent. We are seeking a motivated and detail-oriented Operations Associate to join our dynamic Wealth Management team in Pittsburgh. This role is your gateway into the exciting world of Wealth Management, offering exposure to various financial products and services while supporting our clients throughout the life of their accounts.
Your Role
As an Operations Associate, you will provide critical support across multiple Operations teams, ensuring smooth processes related to Investment Management, Banking, and Loan products. From account openings to reconciliations, your contributions will ensure that client accounts are managed with precision and care.
Key Responsibilities
If you're ready to take the next step in your career and are eager to make an impact in the Wealth Management industry, apply now for the Operations Associate role. Let’s build a successful future together!
Location: Pittsburgh, PA
Industry: Wealth Management
About Us
We are committed to providing top-tier financial services to our clients, and we believe that our success starts with exceptional talent. We are seeking a motivated and detail-oriented Operations Associate to join our dynamic Wealth Management team in Pittsburgh. This role is your gateway into the exciting world of Wealth Management, offering exposure to various financial products and services while supporting our clients throughout the life of their accounts.
Your Role
As an Operations Associate, you will provide critical support across multiple Operations teams, ensuring smooth processes related to Investment Management, Banking, and Loan products. From account openings to reconciliations, your contributions will ensure that client accounts are managed with precision and care.
Key Responsibilities
- Data Management: Enter and review sensitive client information across multiple systems with accuracy and confidentiality.
- Document Handling: Manage documents through scanning, filing, and maintaining vaults, ensuring all records are secure and well-organized.
- Mail Processing: Handle incoming and outgoing mail, including checks, proxies, loan documentation, and client communications, ensuring timely and secure delivery.
- Project Support: Assist in various projects that enhance operational efficiency and client satisfaction.
- Attention to Detail: A meticulous approach to handling critical data with accuracy and timeliness.
- Client Service Skills: Strong written and oral communication skills to provide excellent client service.
- Technical Proficiency: Experience with Microsoft Office products, ensuring smooth document and data management.
- Organizational Skills: Ability to prioritize and manage multiple tasks in a fast-paced, evolving environment.
- Teamwork & Independence: Thrive both in collaborative team settings and when working independently to meet deadlines.
- Data Entry Experience: 1-2 years of experience in data entry, ensuring accuracy in client information processing.
- Banking or Financial Background: 1-2 years of experience in banking or financial services.
- Fiduciary Services Experience: Experience with fiduciary services is a plus, providing an edge in understanding complex financial processes.
- Industry Exposure: Gain hands-on experience in Wealth Management, with insights into Investment Management, Banking, and Loan products.
- Professional Growth: Enjoy opportunities for career advancement and skill development within a leading financial institution.
- Collaborative Environment: Be part of a supportive team that values precision, client service, and innovation.
If you're ready to take the next step in your career and are eager to make an impact in the Wealth Management industry, apply now for the Operations Associate role. Let’s build a successful future together!
