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Client Services Representative – Servicing

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Client Services Representative – Servicing

Raymond James Financial, Inc.
Published
August 7, 2026
Expires
Never
Location
Pittsburgh, PA

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:**

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

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

+ Bachelor's degree or an equivalent combination of education and relevant work experience preferred.

**Essential Skills and** **Abilities:**

+ High 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

+ Analyticalproblem-solvingcapabilities

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

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