Client Processing Associate (contract)

Job Summary

This role supports Conventional Debt Asset Servicing operations, providing day-to-day transactional, analytical, and client service support across a portfolio of financial products. This is a 3-month contract-to-hire opportunity based in Pittsburgh, PA.

Key Responsibilities

• Operational & Transaction Support: Perform daily operational and financial transactions, supporting back-office asset servicing functions and assigned accounts or programs.

• Analysis & Reconciliation: Review data, rates, maturities, and payment information to identify discrepancies, investigate root causes, and resolve issues through proper escalation.

• Client & Stakeholder Communication: Support daily communication with issuers and brokers primarily via email, partnering with internal leads for client calls as needed.

• Portfolio & Lifecycle Management: Assist in managing portfolios from onboarding through maturity, including trades, day-to-day escalations, and coordination with internal corporate action teams.

Qualifications

• Bachelor’s degree or equivalent experience

• 1–2 years of total work experience preferred (entry-level candidates considered)

• Strong attention to detail and problem-solving skills

• Clear written and verbal communication abilities

• Ability to self-manage, prioritize, and process high volumes of information

• Proficiency in Microsoft Office, including Excel (Pivot Tables - Macros a plus)

• Ability to read, interpret, and analyze financial data

Preferred Experience

• Experience in asset servicing, treasury services, or financial operations

• Background in corporate or public finance

• Experience in insurance or healthcare operations environments

• Prior exposure to high-volume, ticket-driven operational workflows