Client Operations Analyst

Job summary

Key responsibilities

• Supports day-to-day operational management of three to five client portfolios and processes transactions accurately and efficiently.
• Reviews and reconciles cash transactions, investigates discrepancies, and resolves exceptions using internal records and external documentation.
• Serves as a point of contact for clients, issuers, and brokers, providing updates, answering questions, and resolving operational issues.
• Reviews notices, financial documents, and transaction data to identify inconsistencies and implement resolutions.
• Supports transaction-processing improvements, identifies automation opportunities, and participates in initiatives involving AI, Power BI, and workflow tools.
• Partners with internal teams to maintain service levels, address escalations, and meet client expectations.

Qualifications

• Bachelor's degree required.
• Strong problem-solving, critical-thinking, written and verbal communication, organizational, and time-management skills are required.
• Must manage multiple priorities with attention to detail and work independently as well as collaboratively.
• Proficiency with Microsoft Office applications, including Excel, is required.

Preferred experience

• Experience in banking, financial services, corporate banking, loan operations, or brokerage operations is preferred.
• Experience with reconciliations and transaction processing is preferred.
• Exposure to loan servicing platforms such as Solvis, internship or professional operations/client-service experience, familiarity with Claude or Copilot, and experience with Power BI or other reporting and automation tools are preferred.

Workplace and schedule

• Based in Pittsburgh, Pennsylvania, with a hybrid arrangement and an expectation of four days per week onsite.
• Contract duration is six months, with potential full-time conversion.

Pay

• Hourly pay range is USD 24–30.

Training and development

• Includes hands-on training, onboarding, and mentorship through a dedicated buddy program.