Associate, Client Processing I

BNY External Career Site • Pittsburgh, PA

97d

About The Position

At BNY, our culture allows us to run our company better and enables employees’ growth and success. 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. As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We’re seeking a future team member for the role of Associate, Client Processing I to join our Wealth Management team. This role is located in Pittsburgh, PA.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 0-3 years of total work experience is preferred.
• Experience in brokerage processing is preferred.
• Applicable local/regional licenses or certifications as required by the business.

Responsibilities

• Performs routine and non-routine client service and transactional support functions.
• Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
• Processes account related transactions per scheduled events/client authenticated direction.
• Following established procedures, answers inquiries, and resolves problems or issues.
• Manages situations which may require adaptation of response or extensive research according to client response.
• Escalates more complex situations to senior colleagues.
• Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
• Performs complex operational tasks in a product or functional area.
• May be responsible for allocating and checking work of team members.
• May be responsible for specific supervisory review and approval actions.
• Contributes to the achievement of team objectives.

Benefits

• Highly competitive compensation.
• Benefits and wellbeing programs.
• Access to flexible global resources and tools.
• Focus on health and personal resilience.
• Generous paid leaves, including paid volunteer time.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees