About this role
Client Services Representative, Fulfillment & Close at Raymond James. Location: Pittsburgh, Pennsylvania, United States. Role: reviewing documents, supporting clients, partnering teams Requirements: Bachelor's degree or equivalent, minimum 4 years financial industry experience (bank operations/client service preferred), strong attention to detail, Microsoft Office proficiency, and excellent communication and analytical skills. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office Commitment: Full Time Workplace: Onsite Languages: English