Client Services Specialist- Financial in Robinson Township at PeopleShare

Date Posted: 8/1/2019

Job Snapshot

Job Description

PeopleShare has an excellent opportunity for a Client Service Specialist-Financial in Robinson Township.

In this role in Robinson, you will be working with a well known financial institution that services fortune 500 companies. If you are focused on providing client's the best and have worked in the financial/banking industry, this position will be the perfect match for you. Call Amanda at 412-922-5200 for consideration or apply to the posting.

Job Details for Client Service Specialist-Financial:

  • Schedule: Monday to Friday Daylight
  • Pay Rate: $40,000-$43,000
  • Direct hire, competitive benefits and bonus opportunity

Job Responsibilities & Description for Client Service Specialist-Financial:

  • Handle a high volume of incoming and outgoing client phone calls and emails
  • Articulate the account opening, distributions, and investment process to clients
  • Assist clients in filling out forms and checking that they are fully completed
  • Provides educated answers with regard to Qualified Plans, IRA's, and IRS Codes

Job Requirements for Client Service Specialist-Financial:

  • Bachelor's Degree or Associates Degree preferred
  • Client focused/customer service mindset
  • Minimum of 3 years experience in client financial services, call center type environment
  • Experience in a similar role (financial/client services, vendor management, account executive, lending/financial representative, portfolio manager etc.)

PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs in Pennsylvania (PA) throughout the Pittsburgh area - Monroeville, Export, Murrysville, Canonsburg, Mount Pleasant, New Kensington, Moon Township, Robinson, Beaver, Greentree, Downtown and Cranberry. We have openings for receptionist, data entry, customer service, collections, office managers, call center, administrative assistant, accounts payable clerk, accounts receivable clerk, file clerk, warehouse, electronic assemblers, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.

PeopleShare provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, PeopleShare complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.