Client Operations Operations

Dexian; Pittsburgh (Allegheny County); On-site; USD 45,000 - 55,000; Full time

Job summary

A leading staffing company in Pittsburgh is seeking a detail-oriented Client Operations Analyst. This entry-level position is perfect for recent graduates with a degree in Finance or Accounting looking to start in financial services. The analyst will support the revenue fee team by maintaining billing information and ensuring data accuracy. Strong proficiency in Microsoft Excel and excellent communication skills are essential. Join a diverse team at the forefront of Talent + Technology solutions, and help deliver impactful results.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 0-1 years of experience (internships or relevant academic projects are acceptable).
• Strong proficiency in Microsoft Excel.
• Strong attention to detail and organizational skills.
• Good communication skills and ability to collaborate with internal teams.

Responsibilities

• Support the revenue fee team by maintaining and updating fee and billing information.
• Communicate with portfolio managers to gather and confirm billing-related information.
• Utilize Excel to organize, track, and analyze operational and financial data.

Skills

Attention to detail

Organizational skills

Communication skills

Willingness to learn

Proficiency in Microsoft Excel

Education

Bachelor's degree in Finance, Accounting, or a related field

Job description

Job Description

We are seeking a detail-oriented and motivated Client Operations Analyst to join our team. This role is ideal for a recent graduate with a degree in Finance or Accounting who is looking to start their career in financial services operations. The analyst will support the revenue fee team by maintaining and updating billing information, coordinating with portfolio managers, and ensuring the accuracy of data within the firm’s billing platform.

Key Responsibilities

• Support the revenue fee team by maintaining and updating fee and billing information in the firm’s billing platform.
• Follow instructions from senior team members to ensure timely and accurate updates.
• Communicate with portfolio managers and internal stakeholders to gather and confirm billing-related information.
• Provide updates on assigned tasks and ensure deadlines are met.
• Assist with reviewing and validating financial data related to client fees.
• Utilize Excel to organize, track, and analyze operational and financial data.
• Maintain accurate records and documentation for operational and billing processes.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 0-1 years of experience (internships or relevant academic projects are acceptable).
• Strong proficiency in Microsoft Excel.
• Strong attention to detail and organizational skills.
• Ability to follow instructions and work in a structured process environment.
• Good communication skills and ability to collaborate with internal teams.
• Strong willingness to learn and develop within financial operations.

Preferred Qualifications

• Internship experience in finance, accounting, or financial services operations.
• Familiarity with financial systems or billing platforms is a plus.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.