Client Services Analyst - Non Exempt

Job Opportunity

As part of the Wealth Division, candidate will be part of centralized teams that support our client facing staff nationwide with various administrative functions. Most functions relate to cash disbursements from banking and investment management accounts such as:

• 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

Qualifications:

• Candidate must be highly organized
• Able to prioritize a large account load in a fast paced environment.
• Previous experience/familiarity with cash disbursements or investment accounts is a plus, but not required.
• Strong attention to detail with ability to process critical data accurately and timely.
• Successful candidate will be self driven and ambitious to learn.
• Excellent client service skills using both written and oral communication
• Experienced user of Microsoft Office products.
• Ability to work in a fast-paced, deadline-driven environment with a sense of urgency.
• Ability to work independently and in a team setting.

Additional Information:

• Duration: 6-month contract opportunity
• Work Model: Onsite position that requires 5 days onsite per week in Downtown Pittsburgh
• Rate Range: $20-22/hr. W2