Associate, Client Processing Representative I

BNY Mellon • Pittsburgh, PA

6d • Onsite

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, 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. We’re seeking a future team member for the role of Associate, Client Processing Representative I to join our Wealth Management team. This role is located in Pittsburgh, PA. In this role, you’ll make an impact in the following ways:

Requirements

• Bachelor’s degree or equivalent experience preferred.
• 2-3 years of relevant experience, ideally with exposure to corporate actions or financial markets, with a willingness to learn through on-the-job training.
• Experience in brokerage processing preferred.
• Applicable local or regional licenses or certifications as required by the business.

Responsibilities

• Manage event-driven corporate actions such as spin-offs, mergers (cash and stock), name changes, and bankruptcies, ensuring accurate processing of market-valued securities on critical deadlines.
• Collaborate with external advisors, wealth managers, and analysts to solicit voluntary corporate action responses and monitor mandatory actions with a strong sense of urgency.
• Utilize technology, including robotics and AI, to streamline data entry and processing in systems like SEI Trust 3000 and CAPS, compiling and organizing data for review.
• Provide backup support across related positions, multitasking effectively in a fast-paced, deadline-driven environment requiring critical thinking and strong organizational skills.
• Strong understanding of market economics, including short- and long-term capital gains implications and daily market value fluctuations.
• Excellent communication skills to engage with internal and external stakeholders professionally, including handling challenging interactions.
• Ability to work under pressure with a high sense of urgency, demonstrating critical thinking by listening, understanding, and asking questions when needed.

Benefits

• BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
• We provide access to flexible global resources and tools for your life’s journey.
• Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level