Specialist, Client Service Management II

We’re seeking a future team member for the role of Specialist, Client Service Management II to join our Wealth Management team. This role is located in Pittsburgh, PA.

The Specialist, Client Service Management II serves as a key member of the client coverage team, partnering with Bankers, Wealth Advisors, Private Banking Associates, and internal service partners to deliver a high-quality client experience. This role is responsible for managing routine client servicing activities while also supporting onboarding, account opening, KYC documentation, relationship maintenance, and proactive client engagement.

The Specialist acts as a trusted point of contact for clients and internal stakeholders, ensuring requests are completed accurately, risks are appropriately managed, and new client relationships are onboarded efficiently. Success in this role requires strong client service skills, attention to detail, operational excellence, and the ability to build and maintain effective relationships.

Primary Responsibilities

Client Service & Relationship Support

• Serve as a day-to-day point of contact for routine client servicing needs.
• Deliver exceptional service and maintain high levels of client satisfaction.
• Proactively follow up on client requests and ensure timely resolution of issues.
• Build working relationships with clients, bankers, advisors, and internal partners.
• Support client meetings by preparing materials, gathering information, and coordinating follow-up actions.
• Identify opportunities to improve the client experience and streamline servicing processes.

Account Opening & Onboarding

• Prepare and coordinate documentation for new account openings, maintenance requests, and account updates.
• Assist with KYC, CIP, due diligence, and onboarding requirements for individuals, trusts, businesses, and other entities.
• Partner with bankers and onboarding teams to ensure complete and accurate submissions.
• Monitor onboarding pipelines and proactively address documentation deficiencies.
• Support account transfers, relationship transitions, and product enrollment activities.

Transaction Processing & Account Servicing

• Execute a variety of client servicing and account maintenance transactions with a high degree of accuracy.
• Process account updates, documentation requests, service forms, and related operational activities.
• Coordinate with internal operations teams to ensure service requests are completed timely and accurately.
• Maintain adherence to established service levels, controls, and quality standards.
• Research and resolve routine client and operational inquiries.

Risk & Compliance

• Ensure all activities comply with firm policies, procedures, and regulatory requirements.
• Identify and escalate potential operational, compliance, or reputational risks.
• Maintain accurate client records and documentation.
• Support audit, compliance, and quality assurance activities as required.

Team Collaboration

• Work closely with bankers, advisors, private banking associates, and specialists across the organization.
• Participate in training initiatives and knowledge-sharing activities.
• Contribute to process improvement efforts that enhance efficiency and client outcomes.
• Assist with special projects and business initiatives as assigned.

Qualifications

Required

• Bachelor's degree or equivalent combination of education and experience.
• 3–5 years of banking, wealth management, financial services, client service, onboarding, or operations experience.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office applications and client servicing platforms.

Preferred

• Experience supporting private banking, wealth management, trust, or investment relationships.
• Experience with account opening, KYC, AML, and onboarding processes.
• Knowledge of deposit and lending products.
• Familiarity with workflow management and client relationship systems.

Success Measures

The successful candidate will:

• Deliver an exceptional client experience.
• Complete onboarding and service requests accurately and efficiently.
• Demonstrate strong risk awareness and control discipline.
• Build credibility with clients and relationship teams.
• Serve as a trusted partner capable of supporting both operational and relationship-management activities.