Associate, Client Processing Representative I

BNY • Pittsburgh, PA

4h

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. We're seeking a future team member for the role of Associate, Client Processing Representative I to join our BNY Wealth. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Apply expertise and judgment in providing quality and complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations, accounting services, and timely updates to client accounts. Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation, and manual processing of updates to client accounts or company records. Serve as the primary point of contact for clients, executing all correspondent requisites accurately and promptly with an understanding of the underlying business and specific client needs. Maintain correspondent accounts in compliance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks. Identify, investigate, and resolve problems in client accounts or company records, collaborating closely with technology and systems teams to enhance system efficiency and incorporate necessary risk mitigations. Provide product knowledge and technical assistance, escalating complex issues to supervisors or senior professionals as appropriate. Review and check work of other Client Processing Support staff, assist in resolving escalated issues, and may allocate and check work of team members, including supervisory review and approval actions. Take responsibility for the quality and completion of own work.

Requirements

• High school/secondary school diploma or equivalent combination of education and experience required; Bachelor's degree preferred.
• 5-7 years of total work experience preferred.
• Experience in brokerage processing preferred.
• Applicable local/regional licenses or certifications as required by the business.

Responsibilities

• Apply expertise and judgment in providing quality and complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations, accounting services, and timely updates to client accounts.
• Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation, and manual processing of updates to client accounts or company records.
• Serve as the primary point of contact for clients, executing all correspondent requisites accurately and promptly with an understanding of the underlying business and specific client needs.
• Maintain correspondent accounts in compliance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
• Identify, investigate, and resolve problems in client accounts or company records, collaborating closely with technology and systems teams to enhance system efficiency and incorporate necessary risk mitigations.
• Provide product knowledge and technical assistance, escalating complex issues to supervisors or senior professionals as appropriate.
• Review and check work of other Client Processing Support staff, assist in resolving escalated issues, and may allocate and check work of team members, including supervisory review and approval actions.
• Take responsibility for the quality and completion of own work.

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
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees