Raymond James · 10 hours ago
Client Services Representative - Fulfillment & Close
Pittsburgh, PA
Full-time
Onsite
Mid Level
4+ years expRaymond James is a financial services firm seeking a Client Services Representative – Fulfillment & Close. This role is responsible for the quality review of documents for the Private Banking loan process, providing exemplary service and support to clients and internal partners while ensuring attention to detail in all financial transactions.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Have a working knowledge and understanding of all the documents that are reviewed for new and existing loans
Ensures that the proper documents have been prepared accurately and precisely based upon the supporting documentation
Works closely with all members of the Private Bank Fulfillment and Production Teams in supporting client requests
Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with loan documentation
Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
Works closely with other teams within operations and throughout the bank to enhance current processes
Participates effectively in assigned projects
Qualification
Required
Bachelor's Degree, or equivalent combination of education and experience
Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
Exceptional interpersonal and communication skills
Keen attention to detail and understanding of loan process/system and applicable lending requirements
Analytical problem-solving capabilities
Strong work ethic and ability to be self-directed
Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
Preferred
Proficiency in Microsoft Office
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
2026-02-03
2026-02-03
2026-02-02
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