Client Operations Associate (contract)

About the role

We are seeking a detail-oriented Client Operations Associate to join the Wealth Management COO & Strategy team in Pittsburgh, PA. This role supports operational processes tied to Investment Management and Banking activities, with a primary focus on cash movement functions, remote check deposits, statement support, and operational processing tasks. This is a fully onsite position with potential for extension or future conversion based on business needs and performance.

Responsibilities

• Support operational workflows related to cash activities, remote check deposits, wire instructions, ACH transactions, and other banking-related processes
• Accurately enter, review, and maintain sensitive client and transactional information across multiple proprietary systems
• Assist multiple Wealth Management operations teams with daily processing tasks and project-related activities
• Review operational data, perform research on discrepancies, and ensure accuracy of financial and client-related records
• Prioritize and complete tasks within strict operational deadlines and cutoff times
• Collaborate with internal teams to ensure timely completion of operational requests and issue resolution
• Handle operational inquiries and support requests through written and verbal communication channels
• Follow internal policies, procedures, and quality control standards to mitigate operational risk
• Participate in training and support modernization and process improvement initiatives as needed

Requirements

• Bachelor’s degree preferred in Finance, Business, Economics, Banking, or related field
• Experience in fast-paced, accuracy-driven operational environments preferred
• Strong attention to detail and ability to process critical information accurately and efficiently
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Ability to work independently while also contributing within a team-oriented environment
• Comfortable working in a deadline-driven operations setting with a high sense of urgency
• Proficiency with Microsoft Office Suite, including Excel and Outlook

Preferred Experience

• Financial services, banking operations, or middle-office experience
• Exposure to cash movement processes, including ACH, ABA, wire instructions, or remote deposits
• Experience working with operational workflows and quality review processes
• Familiarity with AI or automation tools used for operational support is a plus

Pay

Client Operations Associate Pay Rate Range: 18 – 24 USD hourly