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Job Summary
We are seeking a Client Operations Analyst to join a high-volume operations team within Corporate Trust at a leading financial services organization. This role is responsible for processing client instructions, confirming source funding, supporting payment processing activities, and ensuring transactions are completed accurately and within established deadlines.
The ideal candidate is analytical, detail-oriented, and thrives in a fast-paced environment where priorities can shift quickly. This position requires someone who can effectively navigate issues as they arise, communicate proactively, and demonstrate strong ownership of their work while collaborating within a team-oriented environment.
This is a 3-month contract with the potential for conversion. The position is located in Pittsburgh, PA and requires 4 days per week onsite. Compensation for converted employees is approximately $50,000 annually. Role details are based on the hiring manager's requirements and requisition notes.
Key Responsibilities
Client Instruction Processing: Process and execute client instructions related to payment activities, ensuring all transactions are completed accurately and efficiently.
Payment Operations: Confirm source funding, support money movement activities, and maintain a strong understanding of how funds move between accounts and financial systems.
High-Volume Transaction Processing: Manage a significant daily workload, processing anywhere from 700 to 1,800 requests per day while maintaining accuracy and meeting strict deadlines.
Issue Resolution: Identify, troubleshoot, and resolve operational issues independently while escalating more complex situations when necessary.
Risk and Control Management: Apply a risk-focused mindset to daily activities by identifying potential issues, recognizing patterns, and helping prevent repeated errors.
Team Collaboration: Work within a shared team environment where responsibilities are distributed across outstanding requests and priorities are managed collectively.
Communication and Escalation: Communicate effectively with team members and leadership, quickly identifying concerns, raising potential issues, and ensuring appropriate follow-up.
Continuous Learning: Successfully complete a comprehensive onboarding and training period, with an expected ramp-up time of approximately three months before independently managing day-to-day responsibilities.
Qualifications
1-2+ years of professional experience in operations, accounting, finance, customer service, administration, or another transferable field
Bachelor's degree preferred; equivalent professional experience will also be considered
Strong analytical and problem-solving abilities
Demonstrated ability to work effectively under pressure and manage competing priorities
Excellent communication and organizational skills
Proficiency with Microsoft Excel, including functions such as lookups, pivot tables, and data analysis
Experience using Microsoft Office applications
Preferred Experience
Financial services, banking, trust operations, accounting, or payment-processing experience
Experience working in a high-volume operational environment
Demonstrated ownership and self-starting behaviors, including examples of taking initiative inside or outside of work
Familiarity with AI tools and an interest in incorporating technology into everyday workflows
A strong risk and control mindset with the ability to identify inefficiencies and prevent recurring issues
Experience handling money movement, transaction processing, or account-related activities
Why Join Us
This is an excellent opportunity to launch or continue a career in financial services while gaining hands-on experience in a fast-paced operations environment. You'll join a collaborative team that values accountability, communication, and continuous improvement while developing skills in transaction processing, payment operations, risk management, and client support. If you're someone who enjoys problem-solving, thrives under pressure, and is looking for an opportunity to build a long-term career in financial services, this role offers an outstanding foundation.
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Here’s a few of our recent awards:
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
