Client Operations AnalystIntePros • Pittsburgh, PA, US
Client Operations Analyst
IntePros • Pittsburgh, PA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionParalegal certification or equivalent experience preferred. Prior trust, legal, or wealth operations experience is a strong plus. Strong analytical, problem-solving, and organizational skills. Ability to work effectively under tight deadlines. Proficiency in Microsoft Outlook, Excel, PowerPoint, and Word.
Job Title : Client Operations Analyst
Our client is seeking a detail-oriented and proactive professional to support daily operational tasks within our Wealth Management account-opening team. In this role, you will follow established procedures, ensure timely completion of assigned work, and appropriately escalate issues when necessary.
Responsibilities :
- Open and maintain investment accounts within the Wealth business line.
- Review and analyze investment management agreements, basic wills, trust documents, and other legal agreements governing fiduciary and non-fiduciary relationships.
- Apply knowledge of regulatory frameworks, including OCC and SEC guidelines, to ensure accurate processing.
- Input relationship details into internal systems and prepare summaries as required.
- Work under the guidance of the Team Leader and Manager to meet daily deliverables and service expectations.
Qualifications :
serp_jobs.job_alerts.create_a_job
Client Analyst • Pittsburgh, PA, US
Job_description.internal_linking.related_jobs
Beemac Logistics is looking to build our Salesforce! We need dynamic, competitive, and entrepreneurial minded individuals who are motivated by unlimited earning potential.This is a unique ins...serp_jobs.internal_linking.show_more
FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...serp_jobs.internal_linking.show_more
This position will fulfill the duties of a teller as described below by traveling as needed between multiple offices.Teller will be based in our Cranberry Township location, but may travel to South...serp_jobs.internal_linking.show_more
An award-winning technology platform, built in-house, that aligns with the future state of Global Mobility.A strong Aires brand consistently ranked among the mobility industry's highest annual cust...serp_jobs.internal_linking.show_more
Before you continue, please watch this short recruiting video — it explains who we are, how our traders succeed, and what makes Maverick Trading different.
Maverick Trading Recruiting Full 2025"> .Ma...serp_jobs.internal_linking.show_more
We are seeking a dynamic and experienced engagement leader to serve as the data leader in our Banking and Capital Markets practice.
This role focuses on driving collaboration across internal teams a...serp_jobs.internal_linking.show_more
This position will play a critical role in delivering successful solutions by partnering with business groups and the other IT staff to improve the business' operational agility through optimizing ...serp_jobs.internal_linking.show_more
The Manager, Contract Negotiations is primarily responsible for managing complex lead negotiations for large and / or complex client contracts across various Fresenius Kabi markets, including but not...serp_jobs.internal_linking.show_more
Make a difference - for us and for your future.This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending.
The incumbent is responsible f...serp_jobs.internal_linking.show_more
Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...serp_jobs.internal_linking.show_more
Leidos is seeking a Business Analyst within the SA Contract at the National Energy Technology Laboratory (NETL) in Pittsburgh, PA.
NETL is a multi-disciplinary, scientific, and technical-oriented na...serp_jobs.internal_linking.show_more
Registered Client Relationship Analyst.Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / t...serp_jobs.internal_linking.show_more
Are you passionate about making a positive impact on the lives of inmates struggling with mental health challenges? Do you have the skills and knowledge to thrive in a fast-paced, dynamic environme...serp_jobs.internal_linking.show_more
Cleveland-Cliffs LLC has an immediate opportunity for a Shift Manager of Operations at the Monessen, PA location.The Shift Manager Operations is responsible for managing a shift crew to meet the re...serp_jobs.internal_linking.show_more
Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands / organizations find and implement solutions that allow ...serp_jobs.internal_linking.show_more
Cynet Health is seeking an experienced CT Tech for an exciting Travel Allied job in Wexford, PA.Shift : 5x8 hr days Start Date : ASAP Duration : 14 weeks Pay : $3066 / Week.
Ranked #5 Best Travel Nursin...serp_jobs.internal_linking.show_more
The ideal candidate will have a strong background in.SWIFT / ISO20022 / ACH), excellent analytical skills, and hands-on experience with business process mapping, functional documentation, and stakehold...serp_jobs.internal_linking.show_more
American energy independence with positively ingenious solutions that transform how the world stores power.Our breakthrough Znyth™ aqueous zinc battery was designed to overcome the limitations of c...serp_jobs.internal_linking.show_more
Client Solutions Manager
Beemac Logistics • Pittsburgh, PA, US
serp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_30
Remote Opportunity - Explore Side Hustles & Earn Extra Income
Finance Buzz • Brownsville, Pennsylvania, US
serp_jobs.filters.remote
serp_jobs.job_card.temporary
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Float Teller
Farmers National Bank of Canfield • Cranberry Township, PA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Payroll Specialist
Aires • Pittsburgh, PA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Remote Equity / Option Trader
Maverick Trading • Pittsburgh, PA, USA
serp_jobs.filters.remote
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Engagement Lead
EXL • Pittsburgh, Pennsylvania, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Business Systems Operations Analyst
Synergy Staffing • Pittsburgh, PA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Manager, Contract Negotiations (Biosimilars)
Fresenius Kabi USA, LLC • Warrendale, PA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Relationship Banker
First National Bank of Pennsylvania • Masontown, PA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Stock / Options Trader - Remote
Maverick Currencies • Pittsburgh, PA
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Business Analyst
Leidos Inc • Pittsburgh, PA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Registered Client Relationship Analyst
Morgan Stanley • Pittsburgh, PA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Psychological Services Specialist, Corrections - SCI Fayette
Commonwealth Of Pennsylvania • La Belle, PA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Shift Manager Operations
Cleveland-Cliffs Steel LLC • Monessen, PA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Services Associate
TransPerfect • Pittsburgh, PA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Travel CT Tech - $3066 / Week
Cynet Health • Wexford, PA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Payments Business Analyst
Purple Drive • Pittsburgh, PA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Analyst Sr, Investor Relations
Eos Energy Enterprises • Pittsburgh, PA, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted