Client Services Specialist

Client Services Specialist

14 May 2024
Pennsylvania, Pittsburgh, 15201 Pittsburgh USA

Client Services Specialist

Reference #: 22170286

Genesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a 6 month + contract position requiring 5 days onsite.This position pays: $18.00-20,00/hr W2 based on experience.

Candidates applying must be a US Citizen or Green Card Holder and able to work on a W2 basis directly with Genesis10.Summary

This role will assist multiple Operations teams who support Investment Management, Banking and Loan products though out the life of an account. The functional work performed supports processes related to Account Openings, KYC, Securities Processing, Various Cash Activities, Fees, Tax, Mortgage and Loan Origination/Advances/Payments, Deposits, Accounting, Reconciliations, Records Management and Account ClosingsResponsibilities

Data entry and review of sensitive client information across multiple systems and processes

Document management including scanning, filing, vault maintenance

Processing of incoming and outgoing mail which includes checks, proxies, loan documentation, statements and various client communications.

Various project support tasksSkills Required

Strong attention to detail with ability to process critical data accurately and timely.

Excellent client service skills using both written and oral communication

Experienced user of Microsoft Office products.

High organizational ability while being able to prioritize multiple tasks in a changing environment.

Ability to work in a fast-paced, deadline-driven environment with a sense of urgency.

Ability to work independently and in a team setting.If you have the described qualifications and are interested in this exciting opportunity, please apply!Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.Benefits of Working with Genesis10:

Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.

The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.

Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)

Behavioral Health Platform

Medical, Dental, Vision

Health Savings Account

Voluntary Hospital Indemnity (Critical Illness & Accident)

Voluntary Term Life Insurance

401K

Sick Pay (for applicable states/municipalities)

Commuter Benefits (Dallas, NYC, SF)

Remote opportunities availableFor multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity.Genesis10-74123698Genesis10 is an Equal Opportunity Employer/Minorities/Female/Disabled/Veteran

Related jobs

  • Reference #: 55251 Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world\'s top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the \"bank of banks\" - 97% of the world\'s top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we\'re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about. We\'re seeking a future team member for the role of Associate, Client Service II to join the team. This role is a hybrid work schedule (3 days a week in office), and can be located out of our Houston, TX  - OR - Pittsburgh, PA office. In this role, you will make an impact in the following ways: Responsible for administering a portfolio of complex Corporate Finance client accounts to include the following duties: monitors client inquiries, coordinates debt service bond payments, monitors portfolio\'s compliance matters, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed. Works with external clients and legal counsel to resolve day-to-day issues and direct them to appropriate resources at BNY Mellon.  Supports clients in addressing operational and technical issues and ensuring requests are executed.  Applies intermediate problem-solving skills, experience and judgement to analyze information. Uses communication skills to deliver high quality service to a specialized client base. May be the central point of contact for business development and assume client onboarding and/or risk management responsibilities; while Participating in internal activities and initiatives designed to improve the client experience. To be successful in this role, we\'re seeking the following: Bachelor\'s degree or the equivalent combination 2-4 years of work experience in Financial Services Experience in client services and/or and operational area is desired At BNY Mellon, our inclusive culture speaks for itself. Here\'s a few of our awards: Fortune World\'s Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg\'s Gender Equality Index (GEI) Best Places to Work for Disability Inclusion, Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company Human Rights Campaign Foundation, 100% score Corporate Equality Index CDP\'s Climate Change \'A List\' Forbes Blockchain 50 Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life\'s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #LIHybrid

  • Position Overview

  • Client Services Analyst

  • Client Services Analyst

  • Conference Services Support Specialist

  • Reference #: 56193 At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the centre of the world\'s financial system we touch nearly 20% of the world\'s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We welcome you to apply! When applying to this general posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open roles within the company. We\'re seeking future team members for our Sanctions and SAR Control with roles located in Pittsburgh, PA in Hybrid positions. In this role, you\'ll make an impact in the following ways: Manages multiple teams responsible for advising clients or providing project management support for onboarding/transition/conversion projects. Manages the performance of assigned staff. Coaches and guides on project management. Sets departmental priorities and allocates resources to align with business objectives and annual plan. Identifies and solves complex, operational and organizational problems leveraging the appropriate resources within or outside client onboarding/transitions/conversions. Researches, develops and establishes methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience. Determines how to operationalize functional strategy across subordinate teams. Develops area objectives and ensures activities align with established goals and objectives. Determines the key business drivers and factors that maximize team performance. Coaches and guides assigned staff on improving the execution of client onboarding/transitions/conversions and achievement of goals. Coordinates all teams to ensure all clients are onboarded in a timely, efficient manner. Ensures that all activities meet required regulatory compliance standards. Anticipates regulatory developments and develops compliance measures. Determines how activities should be integrated across teams, including product, technology and client services, and manages the required hand-offs across teams. Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team. Provides feedback at the most critical times. Resolves complex client onboarding/transition/conversion issues for key clients. Manages a team or multiple teams of professionals, including coaching, performance management and resource allocation. Develops and oversees the achievement of multiple teams or area objectives. Responsible for the financial resources of the area, ensuring adherence to budget and management of expenses. Focus is on daily, short-term goal achievement, but contributes to longer-term objectives. To be successful in this role, we\'re seeking the following: Bachelors degree or the equivalent combination of education and experience is required. 7-10 years of total work experience and at least 1-3 years of management experience preferred. Applicable local/regional licenses or certifications as required by the business. At BNY, our culture speaks for itself. Here\'s a few of our awards: America\'s Most Innovative Companies, Fortune, 2024 World\'s Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024 \"Most Just Companies\", Just Capital and CNBC, 2024 Dow Jones Sustainability Ind ces, Top performing company for Sustainability, 2024 Bloomberg\'s Gender Equality Index (GEI), 2023

  • Looking at the challenges the world is facing today Philips’ purpose has never been more relevant. So, whatever your role, if you share our passion for helping others, you’ll be working towards creating a better and fairer future for all.

Job Details

Jocancy Online Job Portal by jobSearchi.