Client Services Representative

Operations Support Specialist – Investment & Banking Services

Location: Pittsburgh, PA

Are you a detail-oriented professional with a passion for financial services and client support? We are seeking a highly organized and motivated Operations Support Specialist to assist multiple Investment Management, Banking, and Loan Operations teams throughout the lifecycle of an account. This is a fantastic opportunity to contribute to a dynamic financial services team while developing expertise in account management, securities processing, tax, loan origination, reconciliations, and more .

Why Join Us?

• Gain hands-on experience across multiple financial service operations .
• Be part of a collaborative, fast-paced team that values accuracy and efficiency.
• Opportunity for growth in investment management and banking operations .
  
  

Key Responsibilities:

• Perform data entry and review of sensitive client information across multiple systems.
• Manage critical documents , including scanning, filing, and vault maintenance .
• Process incoming and outgoing mail , including checks, proxies, loan documentation, statements, and client communications.
• Provide support for various operational projects and process improvements .
• Ensure compliance with banking and investment management procedures .
  
  

Required Skills & Experience:

• 1-2 years of data entry experience with a strong focus on accuracy and speed.
• 1-2 years of experience in banking or financial services .
• Exceptional attention to detail with the ability to process critical financial data accurately.
• Strong client service skills , both written and verbal.
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word).
• Highly organized with the ability to prioritize multiple tasks in a dynamic environment .
• Ability to work independently and collaboratively in a team setting .
• Comfortable working in a fast-paced, deadline-driven environment with a sense of urgency .
  
  

Preferred Skills & Experience:

• Experience with fiduciary services is a plus.
• Familiarity with financial records management and reconciliation processes .
  
  

If you are a detail-oriented professional looking for an opportunity to grow in financial operations , apply today and become part of a team that drives excellence in investment management and banking services!