Client Transactions Analyst: Risk, Compliance & Solutions

Jobtailor; Kentucky; Hybrid; USD 50,000 - 85,000; Full time

Job summary

Jobtailor seeks a detail-oriented professional to manage client transactions under guidance in a hybrid in-office setting. You will review documentation for completeness, interpret information for correct coding, and handle inquiries from clients and market partners.

Collaboration with internal teams is required to resolve issues while maintaining policy compliance. The role emphasizes customer-focused solutions and adherence to risk-management standards, with 1–2 days per week in Pittsburgh, PA

Qualifications

• Associate's degree or equivalent required with related experience.
• Typically 3+ years of related experience in corporate accounting or risk analysis.
• Knowledge of corporate accounting, credit risk analysis, financial management and revenue recognition.
• Strong attention to detail and accuracy.
• Familiarity with customer support policies and procedures.
• Ability to work 8:00am-5:00pm and in-office 1-2 days/week in Pittsburgh, PA or Louisville, KY.

Responsibilities

• Complete a variety of client transactions under guidance.
• Review documentation for completeness and accuracy.
• Interpret information for correct coding and adherence to policies.
• Handle requests from clients or market partners.
• Perform actions to complete client or market-partner requests.
• Coordinate with internal partners to resolve inquiries and issues.
• Apply customer-focused practices to create customized customer solutions.
• Assess and manage risks per Enterprise Risk Management Framework.

Skills

Attention to detail

Effective communication

Decision making

Problem solving

Managing multiple priorities

Flexibility

Adaptability

Education

Associate's degree or equivalent

Tools

Financial Operations

Revenue Recognition

Risk Management

Documentation Review

Coding Interpretation

Job description

Jobtailor seeks a detail-oriented professional to manage client transactions under guidance in a hybrid in-office setting. You will review documentation for completeness, interpret information for correct coding, and handle inquiries from clients and market partners.

Collaboration with internal teams is required to resolve issues while maintaining policy compliance. The role emphasizes customer-focused solutions and adherence to risk-management standards, with 1–2 days per week in Pittsburgh, PA