IntePros · 21 hours ago
Client Operations Analyst
Lake Mary, FL
Contract
Hybrid
Mid Level
$33/hr - $39/hr
4+ years expIntePros is seeking a Client Operations Analyst to support portfolio administration and client service across institutional and corporate clients in a fast-paced payments and treasury environment. The role involves managing client workflows, resolving operational incidents, and partnering with various teams to facilitate product changes while maintaining a high level of client service.
ConsultingInformation TechnologyStaffing Agency
Hiring Manager
Aine Lavin
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
Qualification
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
Company
IntePros
IntePros is an established, woman-owned, privately-held technology and business services consulting agency committed to building long-term relationships and helping more companies leverage the power of a more diverse workforce.
201-500 employees
H1B Sponsorship
IntePros has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2023 (6)
2022 (7)
2021 (6)
2020 (13)
Funding
Current Stage
Growth StageLeadership Team
Loren Kovalcik
CEO
Company data provided by crunchbase