Client Services Specialist

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.ResponsibilitiesAssist 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 platformsReview documentation to ensure compliance with risk and compliance proceduresEnter transactional details to facilitate cash movementOutgoing cash movement includes, foreign and domestic wires, ACH, checks and internal transfersFoster partnerships with client-facing staff nationwideData entry and review of sensitive client information across multiple systems and processesVarious project support tasks

Created: 2025-02-13