IntePros · 23 hours ago
Client Portfolio Associate
Lake Mary, FL
Full-time
Onsite
Mid Level
4+ years expIntePros is seeking a Client Portfolio Associate to support day-to-day portfolio administration and client service across a dynamic book of institutional and corporate clients. This role involves managing onboarding, account maintenance, and operational issue resolution to ensure a seamless client experience.
ConsultingInformation TechnologyStaffing Agency
Hiring Manager
Aine Lavin
Responsibilities
Manage client portfolio workflows, including onboarding tasks, administrative setups, and ongoing account updates in alignment with operating procedures
Monitor, investigate, and resolve operational incidents; coordinate triage, track root cause, and ensure timely remediation and client communication
Serve as a primary point of contact for client operational inquiries, providing responsive, professional support and escalating issues as needed
Maintain accurate documentation and status tracking across client portfolios; prepare summaries and reporting for internal stakeholders and clients
Partner with cross-functional teams (Operations, Technology, Product) to streamline processes, reduce risk, and improve client outcomes
Prepare clear, concise materials and updates using Excel and PowerPoint; synthesize operational metrics and trends into actionable recommendations
Support control and risk practices by adhering to procedures, identifying process gaps, and contributing to continuous improvement efforts
Qualification
Required
4+ years of experience in banking and/or payments operations (e.g., treasury, cash management, client transaction flows)
Demonstrated client or customer service experience with strong communication and stakeholder management skills
Proven ability to troubleshoot and resolve operational issues under time pressure with attention to detail
Proficiency in Microsoft Excel (data organization, formulas, pivot tables) and PowerPoint (structured reporting)
Strong organizational skills with the ability to prioritize multiple workstreams and meet deadlines
Preferred
FX exposure (e.g., settlements, confirmations, funding, cutoffs, or operational flows)
Familiarity with incident monitoring tools, ticketing systems, or workflow management platforms
Experience collaborating with technology teams on incident remediation or process enhancements
SWIFT experience; knowledge of ISO 20022 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