2 дня назад
Client Solution Specialist Sr
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Solution Specialist Sr (Private Banking): Supporting sales, service, and execution for new and ongoing client relationships with an accent on document accuracy, compliance, and client servicing. Focus on coordinating implementation plans, maintaining account and transaction data, and resolving escalated servicing issues.
Location: PA - Pittsburgh (15222), United States; in-office
Company
is a financial services company providing private banking and customer-focused financial solutions.
What you will do
- Provide sales, service, and execution support for new and ongoing client relationships.
- Gather, prepare, review, and verify client documentation and related information.
- Process client requests in accordance with standard regulations and procedures.
- Administer implementation plans and coordinate related client interactions.
- Act as a point of contact for clients, client teams, and service partners, escalating issues when necessary.
- Update and verify client, account, and transaction details in relevant systems and provide reports.
Requirements
- Typically 4+ years of related business or functional experience.
- Associate degree or equivalent; a comparable combination of education, certification, and experience may be considered instead.
- Knowledge of customer support policies, standards, procedures, products, and services.
- Accuracy, attention to detail, effective communication, critical thinking, and ability to manage multiple priorities.
- Must work in-office in Pittsburgh, Pennsylvania.
- Employment visa sponsorship and STEM OPT participation are not available for this position.
Culture & Benefits
- Inclusive workplace focused on customer experience, respect, and employee contribution.
- Medical, prescription, dental, vision, life, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
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