Raymond James Financial, Inc. logo

Client Services Representative, Servicing

Raymond James Financial, Inc.

Pittsburgh, PAJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
Pittsburgh, PA
Work Authorization
Not specified

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Job overview

The Client Services Representative, Servicing supports the Private Bank Service Team by responding to internal and external client requests and coordinating with relationship managers, portfolio managers, counsel, compliance, borrowers, and other authorized parties. The role contributes to client service, process improvement, and assigned projects. A bachelor’s degree or equivalent combination of education and experience is listed, along with a minimum of four years of combined education and/or relevant experience.

Skills & qualifications

RequiredNice to have

Skills

Loan ProcessLending RequirementsWork OrganizationPrioritizationInterpersonal SkillsCommunicationSelf-DirectionProblem-SolvingAdaptability

Qualifications

Bachelor's Degree or Equivalent4 Years Combined Education or ExperienceBank Operations ExperienceClient Service Experience

Full job description

Primary Functions of the Position:

  • Interacts daily with internal and external clients and provide customized solutions to their requests

  • Partners effectively with other members of the Private Bank Service Team in supporting client requests

  • Works closely with relationship managers, inside sales, portfolio managers, internal and external counsel, compliance, borrowers and all other authorized parties affiliated with each transaction

  • Provides premier client experience across all client engagements

  • Works closely with other teams within operations and the bank to enhance current processes

  • Actively participates in projects as assigned

Education and Experience Requirements:

  • Bachelor’s degree or equivalent combination of education and experience

  • Minimum 4 years of combined education and/or customer service, financial services or related experience

  • Prior bank operations and/or client service experience preferred.

Essential Skills and Abilities:

  • Keen attention to detail and understanding of loan process/system and applicable lending requirements

  • Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution

  • Exceptional interpersonal and communication skills

  • Strong work ethic and ability to be self-directed

  • Analytical problem-solving capabilities

  • High level attention to detail

  • Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

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