Location:
Lake Mary, FL or Pittsburgh, PA (on-site per team schedule) We\'re seeking a
Client Portfolio Analyst
to support portfolio administration and client service across institutional and corporate clients in a fast-paced payments and treasury environment. This role requires the ability to quickly navigate multiple payment rails and operational scenarios while delivering a high-touch, client-facing experience. The ideal candidate brings hands-on payments or treasury operations experience, strong prioritization skills, and the ability to guide clients through operational change with urgency and confidence. Responsibilities
Manage client portfolio workflows, including onboarding, administrative setup, and ongoing account maintenance across payments and treasury products Serve as a primary point of contact for client operational inquiries related to Wires, ACH, Checks, and other payment activities, providing timely, professional support Monitor, investigate, and resolve operational incidents, including payment exceptions and OFAC-related challenges; coordinate triage, track root cause, and ensure rapid remediation Prioritize and manage multiple client issues simultaneously in a high-volume, time-sensitive environment Partner with Operations, Technology, and Product teams to support product changes, transformations, and process enhancements, helping clients navigate change with minimal disruption Maintain accurate documentation, issue tracking, and status reporting across client portfolios Prepare clear updates and reporting using Excel and PowerPoint to communicate operational trends, risks, and recommendations Support control and risk practices by following procedures, identifying gaps, and contributing to continuous improvement initiatives Qualifications Required
4+ years of experience in banking, payments, or treasury operations Hands-on experience supporting client transaction flows such as Wires, ACH, and Checks Strong client-facing and customer service skills with the ability to communicate clearly under pressure Proven ability to troubleshoot operational and payment-related issues with urgency and attention to detail Ability to quickly learn and navigate new products, processes, and regulatory considerations Proficiency in Excel (data organization, basic formulas, pivot tables) and PowerPoint Strong organizational skills and demonstrated ability to prioritize competing demands Preferred
Experience handling OFAC-related reviews or payment exceptions Exposure to product transformation initiatives or operational change management Familiarity with incident monitoring tools, ticketing systems, or workflow platforms FX experience and/or SWIFT exposure; ISO 20022 knowledge is a plus
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Lake Mary, FL or Pittsburgh, PA (on-site per team schedule) We\'re seeking a
Client Portfolio Analyst
to support portfolio administration and client service across institutional and corporate clients in a fast-paced payments and treasury environment. This role requires the ability to quickly navigate multiple payment rails and operational scenarios while delivering a high-touch, client-facing experience. The ideal candidate brings hands-on payments or treasury operations experience, strong prioritization skills, and the ability to guide clients through operational change with urgency and confidence. Responsibilities
Manage client portfolio workflows, including onboarding, administrative setup, and ongoing account maintenance across payments and treasury products Serve as a primary point of contact for client operational inquiries related to Wires, ACH, Checks, and other payment activities, providing timely, professional support Monitor, investigate, and resolve operational incidents, including payment exceptions and OFAC-related challenges; coordinate triage, track root cause, and ensure rapid remediation Prioritize and manage multiple client issues simultaneously in a high-volume, time-sensitive environment Partner with Operations, Technology, and Product teams to support product changes, transformations, and process enhancements, helping clients navigate change with minimal disruption Maintain accurate documentation, issue tracking, and status reporting across client portfolios Prepare clear updates and reporting using Excel and PowerPoint to communicate operational trends, risks, and recommendations Support control and risk practices by following procedures, identifying gaps, and contributing to continuous improvement initiatives Qualifications Required
4+ years of experience in banking, payments, or treasury operations Hands-on experience supporting client transaction flows such as Wires, ACH, and Checks Strong client-facing and customer service skills with the ability to communicate clearly under pressure Proven ability to troubleshoot operational and payment-related issues with urgency and attention to detail Ability to quickly learn and navigate new products, processes, and regulatory considerations Proficiency in Excel (data organization, basic formulas, pivot tables) and PowerPoint Strong organizational skills and demonstrated ability to prioritize competing demands Preferred
Experience handling OFAC-related reviews or payment exceptions Exposure to product transformation initiatives or operational change management Familiarity with incident monitoring tools, ticketing systems, or workflow platforms FX experience and/or SWIFT exposure; ISO 20022 knowledge is a plus
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