Senior Associate, Client Processing

About the role

The Senior Associate, Client Processing role is located in Pittsburgh, PA. This role involves leading and executing complex client service and transactional support functions across liquidity and financing workflows, managing cross-functional teams, and utilizing AI-enabled tools to improve efficiency.

Responsibilities

• Lead and execute complex client service and transactional support functions across liquidity and financing workflows, ensuring operational excellence and timely delivery.
• Serve as a point of escalation for complex client inquiries, issues, and exception resolution; drive root-cause analysis and implement preventive controls.
• Process and oversee account-related transactions aligned to scheduled events and client-authenticated directions, ensuring accuracy, timeliness, and adherence to risk and control standards.
• Partner cross-functionally with internal teams (operations, technology, product, risk) to streamline processes, enhance client outcomes, and resolve issues end-to-end.
• Utilize AI-enabled tools and automation to improve efficiency, reduce manual effort, and strengthen data quality and reporting; contribute to continuous improvement initiatives.
• Allocate, review, and quality-check work of team members; perform supervisory reviews/approvals in line with control requirements.
• Contribute to team goals by identifying opportunities to simplify, standardize, and scale processes; champion change management and adoption of new capabilities.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 5-7 years of total work experience is preferred.
• Hands-on experience with AI technology (e.g., AI-enabled workflow, automation, anomaly detection, or knowledge tools) to drive operational improvements and efficiency.
• Strong understanding of cash processing and/or Demand Deposit Systems (DDS) is a significant plus; experience with brokerage processing is also preferred.
• Proven ability to manage complex operational tasks, conduct supervisory reviews, and uphold rigorous risk and control standards.
• Exceptional problem-solving, communication, and stakeholder management skills, with a track record of cross-team collaboration.
• High attention to detail, data integrity mindset, and comfort with metrics/analytics to monitor performance and inform decisions.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 5-7 years of total work experience is preferred.
• Hands-on experience with AI technology (e.g., AI-enabled workflow, automation, anomaly detection, or knowledge tools) to drive operational improvements and efficiency.
• Strong understanding of cash processing and/or Demand Deposit Systems (DDS) is a significant plus; experience with brokerage processing is also preferred.
• Proven ability to manage complex operational tasks, conduct supervisory reviews, and uphold rigorous risk and control standards.
• Exceptional problem-solving, communication, and stakeholder management skills, with a track record of cross-team collaboration.
• High attention to detail, data integrity mindset, and comfort with metrics/analytics to monitor performance and inform decisions.

Skills

• Strong understanding of cash processing and/or Demand Deposit Systems (DDS).
• Experience with brokerage processing.
• Hands-on experience with AI technology (e.g., AI-enabled workflow, automation, anomaly detection, or knowledge tools).
• Proven ability to manage complex operational tasks, conduct supervisory reviews, and uphold rigorous risk and control standards.
• Exceptional problem-solving, communication, and stakeholder management skills.
• High attention to detail, data integrity mindset, and comfort with metrics/analytics.

Benefits

• Competitive compensation package.
• Flexible global resources and tools for your life’s journey.
• Health, dental, vision, and basic life insurance plans.
• Paid volunteer time.
• Generous paid leaves.

Pay

Details of the expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Schedule

Details of the expected schedule for this position can be found in the Job Info section at the bottom of the posting.