Professional - Client Processor I

Job Description

The client is seeking a detail-oriented Client Processor I to support daily operations. Key responsibilities include:

• Processing client transactions
• Reviewing financial notices and documents
• Resolving discrepancies
• Handling high volumes of operational tickets
• Supporting reconciliation activities
• Contributing to reporting and process improvements
• Ensuring timely resolution of service-related issues

Key Qualifications

• Bachelor's degree preferred
• 0–3 years of professional experience
• Strong attention to detail and communication skills
• Basic Excel and Microsoft Office proficiency
• Ability to manage priorities and work independently
• Financial services, corporate banking, brokerage processing, or loan operations experience is a plus

Additional Details

• 4 days per week onsite in Pittsburgh
• 3-month assignment with potential for conversion
• Extensive training and shadowing provided
• Ideal for recent graduates or candidates seeking to build a career in financial services operations

EEO Information

We are an equal opportunity employer and do not discriminate based on race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law.

Benefits Overview

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans. Additional perks include an ESPP, a 401K program with a company match, a Health Savings Account (HSA) on the HDHP plan, a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program, and other discounts. Professional development includes an on-demand training program, access to certification prep and a library of technical and leadership courses/books/seminars, certification discounts, and perks to associations like CompTIA and IIBA. For questions about benefits and resources, you can contact our dedicated customer service team and certified Career Coach.

ADA Accommodations

If you need an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228.