Client Service Representative

Pittsburgh, PA 15258

Posted: 07/27/2020 Employment Type: contract Industry: Accounting/Finance Job Number: 20813

Job Description

Opening with our financial client for a Client Services Representative for an opening within an asset management group.

Pay Rate: 14/hr

The Client Services Representative is responsible for serving as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs

Essential Functions

  • Reconciles cash breaks, position differences, and gathers and compiles data.
  • Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
  • Accurately opens and updates accounts or company records.
  • Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigation.
  • Provides product knowledge, market nuances and requirements and technical assistance, as necessary.


  • Associate Degree preferred but not required
  • 2 to 3 years of professional work experience; Any customer service experience a plus
  • Good data entry and fast and accurate typing skills
  • Finance services background preferred
  • Good customer service, oral and written communication and client facing skills
  • Ability to multi-task and adjust to changing priorities in a fast paced environment.
  • Ability to work independently and exercise judgement

Financial Client Services Representative - 20813

Additional Information

Oxford Solutions is a professional staffing firm that specializes in the placement of talented professionals into challenging, career-enriching opportunities. We're based in Pittsburgh, PA, but we have openings with major clients located nationwide. We provide multiple avenues of employment to include contract, contract-to-hire and direct placement. Our well-trained staff of recruiters will work with you to help land your first job or your dream job and strive to always affect people's lives in a positive way.

Meet Your Recruiter

Jen Wilcox

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