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Part-time Client Services Specialist

Part-time Client Services Specialist

Location:  Robinson Township, Pennsylvania
Salary:  USD19 - USD21 per hour


PeopleShare has an excellent opportunity for a Client Service Specialist!

In this role in Robinson, you will be working with a well know trust company that services fortune 500 companies. If you are focused on providing client's the best and have worked in the financial service 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 Specialists:

  • Schedule: Monday to Friday 2:00 PM-7:00 PM, Part-time
  • Pay Rate: $19.50-$20.50 an hour
  • Direct Hire

 

Job Responsibilities & Description for Client Service Specialists:

  • Handle all 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 Specialists:

  • Bachelor's Degree or Associates Degree preferred
  • Client focused/customer service mindset
  • Minimum of 3 years experience in client financial services
  • 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.

 WES19

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