IntePros · 20 hours ago
Client Portfolio Associate
Pittsburgh, PA
Full-time
Onsite
Entry, Mid Level
2+ 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 manages client portfolio activities, oversees administrative setups, and proactively monitors and troubleshoots operational incidents to maintain a seamless client experience.
ConsultingInformation TechnologyStaffing Agency
Hiring Manager
Aine Lavin
Responsibilities
Manage client portfolio workflows including onboarding, administrative setups, and ongoing account updates in line 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 and professional support
Maintain accurate documentation and status tracking across client portfolios; prepare summaries and reporting for stakeholders and clients
Partner with Operations, Technology, and Product teams to streamline processes, reduce risk, and improve client outcomes
Prepare clear, concise materials using Excel and PowerPoint; translate metrics and trends into actionable insights
Support control and risk practices by adhering to procedures and contributing to continuous improvement efforts
Qualification
Required
2+ years of experience in banking and/or payments operations
Strong client service and stakeholder communication skills
Proven ability to troubleshoot and resolve operational issues under time pressure
Proficiency in Microsoft Excel (formulas, pivot tables) and PowerPoint (structured reporting)
Strong organizational and time-management skills with the ability to manage multiple priorities
Preferred
FX exposure (settlements, confirmations, funding, cutoffs, operational flows)
Experience with incident monitoring tools, ticketing systems, or workflow platforms
Collaboration experience with technology teams on incident remediation or process enhancements
SWIFT experience; 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