Senior Specialist, Client Service Management
On-sitePittsburgh, Pennsylvania, United States
Job Summary
Own the end-to-end onboarding and maintenance of private banking relationships by supporting bankers in client acquisition, meeting coordination, and pipeline progression. Gather, validate, and execute KYC, AML, CIP, and beneficial ownership due diligence for deposit and lending products, including complex ownership structures like trusts and family offices. Manage onboarding timelines, documentation approvals, and exception resolution while partnering with underwriters, credit teams, and operations to ensure regulatory and internal policy compliance. Identify and escalate operational, compliance, and fraud risks. This role is located in Pittsburgh, PA or Cleveland, OH, with a preference for candidates having 10+ years of experience in operational client services within private banking or wealth management.
Required Qualifications
- Experience supporting client onboarding, account opening, or relationship management within private banking, wealth management, or financial services
- Knowledge of KYC, AML, CIP, beneficial ownership, and related onboarding requirements
- Familiarity with deposit products, lending processes, and client documentation requirements
- Experience handling complex account structures, including trusts and entities
- Strong organizational, communication, and cross-functional coordination skills
- High attention to detail, sound judgment, and strong risk awareness
Desired Qualifications
- 10+ years of total work experience in an operational and/or client services field
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