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Client Services Specialist

Salary undisclosed

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Genesis10 is seeking a Client Services Specialist for our financial services client in Pittsburgh, PA. This is a 5 days a week onsite position and is a six month + contract to hire position.

Summary and responsibilities
  • Assist multiple operations teams who support investment management, banking, and loan products throughout the life of an account.
  • Support client facing teams, nationwide , in cash disbursements and supporting functions.
  • 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
Required skills
  • Experienced user of Microsoft Office products.
  • Strong attention to detail with ability to process critical data accurately and timely.
  • Excellent client service skills using both written and oral communication
  • Ability to work in a fast-paced, deadline-driven environment with a sense of urgency.
  • Ability to work independently and in a team setting.
  • Self motivated and driven associate who wants to learn
Compensation: $20/hr - $22/hr W2 depending on experience

If you have the described qualifications and are interested in this exciting opportunity, apply today!

About Genesis10

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 Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
Benefits of Working with Genesis10
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 of whom 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 available

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as the Best Company for Work-Life Balance, and as the Best Company for Career Growth, 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, national origin, disability, or status as a protected veteran.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
Report this job
Genesis10 is seeking a Client Services Specialist for our financial services client in Pittsburgh, PA. This is a 5 days a week onsite position and is a six month + contract to hire position.

Summary and responsibilities
  • Assist multiple operations teams who support investment management, banking, and loan products throughout the life of an account.
  • Support client facing teams, nationwide , in cash disbursements and supporting functions.
  • 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
Required skills
  • Experienced user of Microsoft Office products.
  • Strong attention to detail with ability to process critical data accurately and timely.
  • Excellent client service skills using both written and oral communication
  • Ability to work in a fast-paced, deadline-driven environment with a sense of urgency.
  • Ability to work independently and in a team setting.
  • Self motivated and driven associate who wants to learn
Compensation: $20/hr - $22/hr W2 depending on experience

If you have the described qualifications and are interested in this exciting opportunity, apply today!

About Genesis10

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 Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
Benefits of Working with Genesis10
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 of whom 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 available

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as the Best Company for Work-Life Balance, and as the Best Company for Career Growth, 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, national origin, disability, or status as a protected veteran.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
Report this job