Client Operations Associate (contract)

BNY; Pittsburgh (Allegheny County); On-site; USD 19,000 - 33,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Job summary

BNY Mellon in Pittsburgh, PA seeks a detail-oriented Client Operations Associate to support Wealth Management operations, focusing on cash movement, remote check deposits, statement support, and daily processing tasks. This onsite role offers exposure to diverse client transactions and collaboration with multiple teams.

You will enter and verify sensitive data, assist with reconciliation, meet strict deadlines, and participate in process improvements.

Qualifications

• Bachelor’s degree preferred in Finance, Business, Economics, Banking, or related field.
• Experience in fast-paced, accuracy-driven operational environments preferred.
• Strong attention to detail and ability to process critical information accurately and efficiently.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Ability to work independently while also contributing within a team-oriented environment.
• Comfortable working in a deadline-driven operations setting with a high sense of urgency.
• Proficiency with Microsoft Office Suite, including Excel and Outlook.

Responsibilities

• Cash & Payment Operations: Support operational workflows related to cash activities, remote check deposits, wire instructions, ACH transactions, and other banking-related processes
• Data Entry & Processing: Accurately enter, review, and maintain sensitive client and transactional information across multiple proprietary systems
• Operational Support: Assist multiple Wealth Management operations teams with daily processing tasks and project-related activities
• Reconciliation & Research: Review operational data, perform research on discrepancies, and ensure accuracy of financial and client-related records
• Deadline Management: Prioritize and complete tasks within strict operational deadlines and cutoff times
• Workflow Coordination: Collaborate with internal teams to ensure timely completion of operational requests and issue resolution
• Client Service Support: Handle operational inquiries and support requests through written and verbal communication channels
• Process Adherence: Follow internal policies, procedures, and quality control standards to mitigate operational risk
• Continuous Learning: Participate in training and support modernization and process improvement initiatives as needed

Skills

Attention to detail

Communication skills

Organizational skills

Independent worker

Deadline-driven

Education

Bachelor's degree in Finance/Business/Economics/Banking

Tools

Excel

Outlook

Job description

At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

Job Summary:

We are seeking a detail-oriented Client Operations Associate to join the Wealth Management COO & Strategy team in Pittsburgh, PA.

This role supports operational processes tied to Investment Management and Banking activities, with a primary focus on cash movement functions, remote check deposits, statement support, and operational processing tasks. This is a fully onsite position with potential for extension or future conversion based on business needs and performance.

Key Responsibilities:

• Cash & Payment Operations: Support operational workflows related to cash activities, remote check deposits, wire instructions, ACH transactions, and other banking-related processes
• Data Entry & Processing: Accurately enter, review, and maintain sensitive client and transactional information across multiple proprietary systems
• Operational Support: Assist multiple Wealth Management operations teams with daily processing tasks and project-related activities
• Reconciliation & Research: Review operational data, perform research on discrepancies, and ensure accuracy of financial and client-related records
• Deadline Management: Prioritize and complete tasks within strict operational deadlines and cutoff times
• Workflow Coordination: Collaborate with internal teams to ensure timely completion of operational requests and issue resolution
• Client Service Support: Handle operational inquiries and support requests through written and verbal communication channels
• Process Adherence: Follow internal policies, procedures, and quality control standards to mitigate operational risk
• Continuous Learning: Participate in training and support modernization and process improvement initiatives as needed

Qualifications:

• Bachelor’s degree preferred in Finance, Business, Economics, Banking, or related field
• Experience in fast-paced, accuracy-driven operational environments preferred
• Strong attention to detail and ability to process critical information accurately and efficiently
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Ability to work independently while also contributing within a team-oriented environment
• Comfortable working in a deadline-driven operations setting with a high sense of urgency
• Proficiency with Microsoft Office Suite, including Excel and Outlook

Preferred Experience:

• Financial services, banking operations, or middle-office experience
• Exposure to cash movement processes, including ACH, ABA, wire instructions, or remote deposits
• Experience working with operational workflows and quality review processes
• Familiarity with AI or automation tools used for operational support is a plus

Why Join Us:

This role offers the opportunity to gain hands-on experience within Wealth Management Operations at a large-scale financial institution. With strong peer training, direct team support, and exposure to critical financial operations, this is an excellent opportunity for candidates looking to build or expand their career in financial services operations.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards:

America’s Most Innovative Companies, Fortune, 2025

World’s Most Admired Companies, Fortune 2025

“Most Just Companies”, Just Capital and CNBC, 2025Client Operations Associate

Pay Rate Range

18 - 24 USD hourly

Additional Notes

Benefits Information

Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.