Genesis10 seeks a Client Services Specialist for our financial services client in Pittsburgh, PA. This six-month + contract-to-hire position requires five days a week of onsite work.

Responsibilities

Assist multiple operations teams who support investment management, banking, and loan products throughout the life of an account. Supporting 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 partnerships with client-facing staff nationwide

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

Various project support tasks