Client Services Careers Remote Jobs in Usa

About the Role

We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations.

**This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!

Key Responsibilities

• Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
• Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
• New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
• Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
• Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
• Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.

Ideal Candidate Profile

• Education: Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
• Experience: 10-15+ years in wealth management.
• Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
• New Business Development Experience: We're looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.
• Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.

What We Offer

• A collaborative, supportive environment with a strong focus on client success.
• Opportunities to work with an exclusive clientele and expand your professional network.
• The ability to make a tangible impact on clients' long-term financial legacies.

About Pinterest:

Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.

Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace theflexibility to do your best work. Creating a career you love? It's Possible.

At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we're looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we'll explore your foundational skills and how you collaborate with AI.

Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here.

As a Sr. Client Account Manager, you will play a pivotal role in driving business results for Pinterest's largest strategic advertisers. Your expertise throughout the funnel tactics will help you grow and nurture client relationships and guide them from awareness through to conversion and retention. We're looking for a Client Account Manager to help our most strategic partners successfully grow their business through Pinterest. You'll work directly with some of our key advertisers as a trusted consultant to their business. Your strategic advice, analytical skills and sales skills are core to bringing to life the value we deliver as a platform.

We invite passionate candidates to join our US Enterprise Sales team, where we have open positions across several business sectors, in various locations. By applying for the Sr. Client Account Manager position, your application will be considered for all available roles that match your skills and experience. Submit your resume once, and it will be considered by multiple hiring teams.

What you'll do:

• 
  
• Plan, execute, upsell, and optimize data-driven ad campaigns in collaboration with internal teams.
  
• Build and maintain strategic partnerships, aligning with stakeholder goals across all funnel stages.
  
• Ensure accurate implementation of first-party data and campaign launches with cross-functional teams.
  
• Optimize media campaigns and audience targeting daily using various technologies and platforms.
  
• Deliver weekly campaign performance reporting and insights.
  
• Advise clients on Pinterest ad products, targeting, bidding, creative, and measurement strategies.
  
• Provide exceptional client service through communication, issue resolution, and seamless execution.
  
• Simplify complex processes, upsell and pitch strategic solutions, and continuously improve campaigns.
  

What we're looking for:

• 
  
• Proven experience managing and growing client accounts with data-driven strategies.
  
• Strong knowledge of advertising best practices and technical media measurement.
  
• Skilled at identifying client needs, communicating persuasive recommendations, and overcoming objections.
  
• Ability to build and execute full-funnel sales strategies, driving adoption and conversions.
  
• Excellent at managing multiple campaigns, tasks, and timelines simultaneously.
  
• Outstanding verbal and written communication skills with a proactive, problem-solving mindset.
  
• Bachelor's degree in Business, Sales, or related field, or equivalent experience.
  

In-Office Requirement Statement:

• 
  
• We recognize that the ideal environment for work is situational and may differ across departments. What this looks like day-to-day can vary based on the needs of each organization or role.
  
• This role will need to be in the office for in-person collaboration 2 times per week and therefore needs to be in a commutable distance from our Atlanta office.
  

Relocation Statement:

• 
  
• This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model.
  

#LI-HYBRID

#LI-KP3

At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.

Information regarding the culture at Pinterest and benefits available for this position can be found here.

Our Commitment to Inclusion:

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.

What will you do?

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
• Maintain confidentiality in accordance with RBC's Code of Conduct.

What do you need to succeed?

Must-have

• Bachelor's degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Nice-to-have

• Current FINRA registrations
• Financial services experience

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

Location: New Orleans, United States of America

Work hours/week: 40

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-01-15

Application Deadline: 2026-01-14

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

As our Yacht Client Advisor Manager, you'll be at the helm of a dynamic team, guiding client advisory efforts and ensuring our clients receive top-notch service. You'll keep a pulse on client satisfaction, proactively delivering solutions that meet their needs. Collaboration is key, so you'll work closely with our sales team to assign client advisors and manage smooth transitions. Working collaboratively with various business units, you'll promote a OnePCS mindset and build strong relationships across the organization. Building and nurturing relationships with Centers of Influence (COIs) will be a priority, as these connections can enhance our service offerings.

You'll also take charge of forecasting and conducting performance reviews, addressing any underperformance to keep the team on track. Managing relationships with local and regional carriers is essential, and you'll stay informed about contract changes and underwriting guidelines to ensure compliance with regulatory requirements while overseeing the audit process. Your role will involve handling client communications and presentations, as well as participating in hiring and interviewing processes to bring in the best talent. You'll analyze workload and manage resources effectively, conducting regular staff meetings and one-on-ones to foster development.

For larger clients, you'll participate in advisory reviews and assist in resolving complex client or underwriting issues. Your focus will be on colleague development, training, and succession planning, ensuring our team is well-prepared for the future. You'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. Additionally, you'll manage reporting requirements on a weekly, monthly, and quarterly basis while leading a hybrid workforce. Embracing change and adapting as needed, you'll reinforce the Marsh McLennan Agency Private Client Service vision and communicate effectively to provide clear and consistent leadership during transitions.

We'd love to meet you if your professional track record includes these skills:

• Yacht insurance experience required
• Personal lines insurance experience with High-Net-Worth clientele
• Property & Casualty (P&C) License
• Client service orientation with balance on managing expectations
• Ability to travel for client and company meetings as needed
• 5+ years experience managing individuals and team goals preferred
• 3-5+ years yacht insurance background required with client facing experience
• Demonstrate an understanding of cultivating opportunities from within their client's centers of influence

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work if near an office; or fully remote on the East Coast
• Charitable contribution match programs
• Stock purchase opportunities

We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $81,270 to $151,620. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Medscape, a division of WebMD, develops and hosts physician portals and related mobile applications that make it easier for physicians and healthcare professionals to access clinical reference sources, stay abreast of the latest clinical information, learn about new treatment options, earn continuing medical education credits and communicate with peers. WebMD is an Equal Opportunity/Affirmative Action employer and does not discriminate on the basis of race, ancestry, color, religion, sex, gender, age, marital status, sexual orientation, gender identity, national origin, medical condition, disability, veterans status, or any other basis protected by law.

Medscape, a division of WebMD, is the leading online destination for physicians and healthcare professionals worldwide. Medscape develops and hosts physician portals and related mobile applications that make it easier for physicians and healthcare professionals to access clinical reference sources, stay abreast of the latest clinical information, learn about new treatment options, earn continuing medical education credits and communicate with peers. We're looking for an experienced and motivated client services professional to join our Client Success Organization. You will be responsible for building and maintaining strong post-sale/execution customer satisfaction, acting as the day-to-day lead on assigned accounts, and ensuring the timely and successful delivery of our solutions according to customer needs and objectives. This job is for you if you are an extremely organized individual, have the ability to manage multiple priorities, excel in a deadline-driven environment, and have strong communication skills with the ability to pivot.

Build and maintain strong client relationships, including onsite presence as needed. Support overall client satisfaction by providing the highest caliber customer-service experience. Partner with Sales to help meet client and internal goals and improve overall business performance. Manage day-to-day partnership and collaboration with all departments from sale to execution and launch. Collaborate with internal teams including Project Managers throughout the development lifecycle to ensure overall project health, including asset review, internal kick off meetings, Client reviews, quality checks, etc. Support regular client-facing communications and adhering to client communication standards by preparing and distributing kick off materials, client status reports, contact reports, MLR meetings and follow ups, etc. Ensure the timely and successful delivery of Medscape solutions in collaboration with customer needs and objectives. Learn and exhibit a thorough understanding of Medscape process to achieve optimum efficiency and speed to market. Demonstrate comprehensive understanding of revenue delivery and supporting overall team revenue goals. Client travel as required.

Bachelor's degree preferred or will consider related experience. Minimum of 1-2 years of experience with a combination of digital, agency and healthcare experience. Minimum of 1-2 years of experience in Account Management or Client Service.

Experience in pharmaceutical/HCP advertising, or healthcare, or medical/legal/regulatory review process strongly desired; equivalent experience in a highly regulated industry may substitute. Familiarity with HCP-based clients including MLR process. Understanding of digital advertising. Ability to thrive in a fast-paced, collaborative environment.

$58,500-65,000. This position is also eligible for a discretionary company bonus, based upon business results.

Employees in this position are eligible to participate in the company sponsored benefit programs, including the following within the first 12 months of employment: Health Insurance (medical, dental, and vision coverage), Paid Time Off (including vacation, sick leave, and flexible holiday days), 401(k) Retirement Plan with employer matching, Life and Disability Insurance, Employee Assistance Program (EAP), Commuter and/or Transit Benefits (if applicable). Eligibility for specific benefits may vary based on job classification, schedule (e.g., full-time vs. part-time), work location and length of employment.

Location: Fort Collins, Colorado

About Trail Ridge Wealth Management

Our Company

Trail Ridge Wealth Management, Inc. (TRWM), provides wealth management services to high-net-worth individuals and families and the trusts and charities they create. Services are provided through two wholly owned subsidiaries: Trail Ridge Investment Advisors, LLC (TRIA), is an independent SEC-registered investment adviser offering customized integrated financial planning and investment management solutions, and Trail Ridge Trust Company, LLC (TRTC), is a Wyoming-chartered, non-depository trust company offering trust, estate, and other fiduciary services. TRIA has offices in Fort Collins and Denver, Colorado, and TRTC has offices in Cheyenne, Wyoming. TRWM is owned by its five founders, who are active in the company as officers and/or directors.

Why Work at Trail Ridge Wealth Management?

TRWM’s culture is rooted in core values of honesty, integrity, mutual trust and respect, individual empowerment, and accountability. We provide opportunity, nurture talent, invest in our people, and reward achievement. You will be joining a culture that promotes functional excellence and teamwork and a passion for learning, and which values employee input to help shape the company’s growth and future.

About the Client Coordinator Role

We pride ourselves in delivering an exceptional experience to our clients. Good communication with our clients is critical: it must be timely, responsive, and delivered with empathy and a sense of urgency. The Client Coordinator plays an important role in defining the day-to-day experience of the company’s clients. The Client Coordinator not only interacts regularly with clients in servicing their accounts, but also with their account custodians. The successful candidate will join an experienced team of advisors and professionals servicing high net-worth individuals and the trusts and charitable organizations they create and will have a commitment to and passion for delivering exceptional service to the company’s advisors, clients, and associates.

Client Interaction and Relationship Management

Client Service

·      Serve as a point of contact for TRWM clients, handling inquiries, requests, and money movement and resolving issues in a timely, professional, and empathetic manner, consistent with TRWM Service Standards, as directed

·      Refer client requests to appropriate colleagues, as needed

·      Process IRA qualified charitable distributions

·      Work closely with advisors and trust officers to serve various client needs

·      Maintain client confidentiality and assist in identifying potentially fraudulent activity

Client Meeting Preparation

·      Prepare and organize meeting materials, including performance reports, agreements or forms that need to be updated, etc.

·      Schedule meetings, consistent with the frequency and format specified in their Client Priorities and Communications Preferences forms, as directed

Client Education. Show clients how to read custodian and/or trust statements and access and navigate custodian and company online portals.

Operational and Administrative Support

Account Setup and Maintenance

·      Prepare and process client paperwork and documentation, including new account acceptance forms, account applications and related documents, asset transfer forms, and investment advisory agreements

·      Initiate and monitor custodian service requests and communicate with custodians as needed to resolve such requests

·      Contact financial services companies and other service providers on behalf of TRTC clients, as directed, to add TRTC as an authorized party, to obtain relevant documentation, etc.

·      Complete documents accurately and timely

·      Properly save documents to the client file, consistent with TRWM’s service standards

·      Maintain digital signature (e.g., DocuSign) templates

CRM Utilization

·      Use and maintain the company’s client relationship management (CRM) software (e.g., Wealthbox) to track all client information and interactions

·      Use the CRM to organize tasks and track workflows

·      Set up new clients in the CRM as part of the new client onboarding process

·      Input and update CRM data accurately and completely

Backup for Administrative Support Functions, including:

·      Pay bills and make disbursements on behalf of clients, as instructed

·      Answer and route office phone calls and emails

·      Process mail: Retrieve, scan, label, save according to our policies and procedures

·      Manage office supply inventory and office equipment

·      General office organization

·      Office vendor management

General

·    Service Standards.  Comply with TRWM’s service standards.

·    Compliance. Comply with company policies and procedures and applicable laws and regulations.

·  Workflows and Processes. Use workflow and business process management systems to provide transparency and accountability regarding task progress and completion.

·  Accuracy and Timeliness. All functions are expected to be completed accurately, thoroughly, and according to the timeframes prescribed in TRWM’s service standards. If no standard is prescribed, functions should be completed in a timely manner that is appropriate to the circumstances.

·   Communication with Colleagues. Communicate early and often regarding workload, time management, and ability to complete tasks in a timely manner.

·      Complete other tasks as assigned.

Trail Ridge Values

·      Accountability. I take ownership of decisions and results within the scope of my role.

·      Initiative.  I identify what needs to be done and take appropriate action without needing to be asked.

·      Adaptability. I recognize and am open to changing circumstances and alter my behavior as necessary.

·      Collaboration. I work in partnership with others to accomplish goals and tasks.

·      Client Focus. I understand and anticipate clients’ needs and take action to exceed their expectations. If my role is not client facing, I consider and understand how my work affects our clients and am guided by that focus

·      Learning Orientation. I develop my knowledge, skills, and abilities to continuously improve.

Qualifications

●    High school diploma required; bachelor’s degree preferred

●    Minimum of 2 years of experience in the financial services industry; at least 3 - 5 years of such experience preferred

●    Superior organizational, time management, and written and oral communication skills

●    Process-driven and proactive with excellent problem solving and analytical skills

●    Excellent attention to detail and ability to focus

●    Ability to manage multiple tasks, systems, and processes while meeting deadlines

●    Experience with Microsoft Office, particularly Excel and Word, required

●    Familiarity with Google Workspace and DocuSign preferred

●    Ability to lift 20 pounds

●    Valid driver’s license

●    Pass a basic computer skills assessment

Benefits

In addition to rewarding and meaningful work, we offer, for eligible employees depending on the number of hours worked*:

• 401(k) qualified retirement plan with company match
• Medical and dental plans
• Paid life insurance
• Paid short-term and long-term disability coverage
• 10 paid holidays per year
• Generous paid time off (PTO) program

* TRWM’s Employee Handbook contains details regarding eligibility for each benefit program

Compensation: $20-30 hourly, depending on experience and qualifications.

Work Hours: This is a full-time position (40 hours per week) in our Fort Collins office.

Your role

Are you truly service oriented? Do you know how to take care of people?

We're looking for a registered client associate to:

* Keep management systems up-to-date with client information

* Educate clients on account services and capabilities

* Help with the preparation of reports and other materials for client meetings

* Collect the right documentation for opening new accounts and service requests

* Plan team marketing events and maintain marketing materials

* Provide the team with a detailed calendar of activities

Detailed salary information:

* San Diego: the salary range for this role is $60000 to $70000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit /usbenefits.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Your expertise

* Security Industry Essentials (SIE), Series 7 and 66 licenses

* Ideally 1-2 years of experience in client service, within the finance sector

* Bachelor degree preferred, focusing on Finance

* Excellent communicator, with solid interpersonal skills

* Detail oriented (nothing gets past you)

* Proficient in Microsoft Office Suite

* Bilingual Spanish required

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit /careers.

Location: Lyndhurst, NJ (in-office preferred; flexibility may be available depending on fit)

Type: Full-time

About Tekcard Payments

Tekcard Payments is a payment processing and technology company supporting merchants nationwide and a growing ISO/partner channel. We run a fast-paced operation where everyone wears multiple hats and client experience matters.

The Role (Not Generic “Customer Service”)

We’re hiring a Payments Client Services Analyst to support merchants and partners across day-to-day servicing, onboarding coordination, and light operations tasks. This is a B2B, finance-operations style support role—ideal for someone coming from banking, accounting support, fintech, merchant services, or other detail-driven client operations.

You will handle merchant requests, coordinate with internal teams (Underwriting/Risk/Tech/Accounting), and keep accounts moving. You may also support our Premier ISO/Partner channel with status updates, documentation requests, and basic system tasks.

What You’ll Do

• Merchant Support (B2B): Handle inbound merchant questions via phone/email/ticketing—funding/deposit questions, batching, statements, charge schedules, and general account support.
• Partner / ISO Channel Support: Assist partners with onboarding status, missing items, and basic platform/process questions (with clear escalation paths).
• Light Operations / Account Maintenance: Update merchant profiles (bank updates, ownership changes, contact changes), help key/confirm data in internal systems, and ensure clean documentation.
• Issue Triage + Escalation: Identify what’s a client education issue vs. a technical issue vs. a risk/underwriting issue; escalate with clean notes and supporting details.
• Chargeback/Dispute Assistance: Guide merchants on dispute documentation and timelines; route cases appropriately.
• Documentation & Case Notes: Maintain accurate notes, checklists, and follow-ups so nothing falls through the cracks.

You’re a Strong Fit If You…

• Communicate clearly and professionally (written + verbal).
• Are organized and comfortable working multiple queues at once.
• Like structured work: checklists, documentation, clean notes, follow-ups.
• Can learn systems quickly (CRM/ticketing, portals, spreadsheets).
• Can stay calm when a merchant is stressed about money/timing.

Relevant Backgrounds That Translate Well

We’re intentionally trying to avoid “retail-only customer service.” Strong backgrounds include:

• Bank branch operations, deposit ops, treasury support, ACH support
• Accounts receivable / billing support / client accounting support
• Mortgage servicing support / loan operations / escrow processing
• Merchant services support, fintech support, payment operations
• B2B customer support where accuracy + documentation mattered

Requirements

• 1–3+ years in a client-facing operations role (banking, fintech, accounting support, merchant services, etc.)
• Strong attention to detail and comfort with systems + Excel/Google Sheets
• Ability to handle sensitive information with professionalism and discretion

Nice to Have

• Payments/merchant services exposure (funding, batching, statements, chargebacks)
• Experience supporting partners/agents/ISOs (B2B channel support)
• Familiarity with onboarding workflows and verification steps
• Equal Opportunity Employer: Tekcard Payments is an equal opportunity employer.

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 #LifeAtBNY is all about. Join us and be part of something extraordinary.

Job Summary:

This role supports Conventional Debt Asset Servicing operations, providing day-to-day transactional, analytical, and client service support across a portfolio of financial products. This is a 6-month contract-to-hire opportunity based in Pittsburgh, PA. The team manages high-volume operational activity, reconciles data discrepancies, and serves as a key liaison between issuers, brokers, and internal partners. Candidates must be detail-oriented, adaptable, and eager to learn complex financial processes, with long-term conversion potential evaluated around the six-month mark.

Key Responsibilities:

• Operational & Transaction Support: Perform daily operational and financial transactions, supporting back-office asset servicing functions and assigned accounts or programs.

• Analysis & Reconciliation: Review data, rates, maturities, and payment information to identify discrepancies, investigate root causes, and resolve issues through proper escalation.

• Client & Stakeholder Communication: Support daily communication with issuers and brokers primarily via email, partnering with internal leads for client calls as needed.

• Portfolio & Lifecycle Management: Assist in managing portfolios from onboarding through maturity, including trades, day-to-day escalations, and coordination with internal corporate action teams.

Qualifications:

• Bachelor’s degree or equivalent experience

• 1–2 years of total work experience preferred (entry-level candidates considered)

• Strong attention to detail and problem-solving skills

• Clear written and verbal communication abilities

• Ability to self-manage, prioritize, and process high volumes of information

• Proficiency in Microsoft Office, including Excel (Pivot Tables - Macros a plus)

• Ability to read, interpret, and analyze financial data

Preferred Experience:

• Experience in asset servicing, treasury services, or financial operations

• Background in corporate or public finance

• Experience in insurance or healthcare operations environments

• Prior exposure to high-volume, ticket-driven operational workflows

Why Join Us:

This role offers hands-on exposure to asset servicing within a collaborative team environment, with structured learning and a steep but supported learning curve. Candidates gain experience across the full lifecycle of financial products while building strong operational and communication skills. With a clear path to conversion, this opportunity is ideal for professionals seeking long-term growth 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, 2025

Applications will be accepted on an ongoing basis.

This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full-time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.

Benefits Information

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