Senior Associate, Client Processing Team Lead

BNY Mellon • Pittsburgh, PA

163d

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 Senior Associate, Client Processing Team Lead to join our Payments Enablement Platform Operations team. This role is located in Pittsburgh, PA
In this role, you’ll make an impact in the following ways:
Supervise and manage the day-to-day operations of a small- to medium-sized client processing support team handling all aspects of client accounts, including solicitation, inquiries, and problem resolution.
Manage the daily transactional workflow within the team and align team resources accordingly to complete daily tasks.
Serve as first line supervisor for assignment of tasks and resolution of issues, acting as the team’s initial point of contact for escalated issues.
Direct, motivate, and develop staff to maximize individual contributions, professional growth, and effective teamwork.
Use systemic data to highlight, prioritize & implement to reduce manual touch points and find efficiencies in our processes
Lead initiatives within the to improve our Service Delivery group to develop processes & improve our client service.
Handle client escalations/Issues to manage expectations and resolve issues in a timely manner
Work with management to co-ordinate, upskill and determine resourcing requirements to ensure group is working as efficiently as possible
Prioritize own daily workload along side project work to ensure we manage client’s expectations but also improve our responses/automation
Utilize & demonstrate the skills to use available digital tools & AI to enhance the user experience for our processes

Requirements

• Associate’s degree in a related discipline or equivalent combination of education and experience is required; Bachelor’s degree preferred.
• 7+ years of technical and management experience preferred.
• Experience supervising/managing a small client processing team, including performance reviews, recruiting participation, and supervisory review and approval actions.

Nice To Haves

• Bachelor’s degree preferred.
• Experience in the securities or financial services industry is a plus.
• Applicable local/regional licenses or certifications as required by the business.

Responsibilities

• Supervise and manage the day-to-day operations of a small- to medium-sized client processing support team handling all aspects of client accounts, including solicitation, inquiries, and problem resolution.
• Manage the daily transactional workflow within the team and align team resources accordingly to complete daily tasks.
• Serve as first line supervisor for assignment of tasks and resolution of issues, acting as the team’s initial point of contact for escalated issues.
• Direct, motivate, and develop staff to maximize individual contributions, professional growth, and effective teamwork.
• Use systemic data to highlight, prioritize & implement to reduce manual touch points and find efficiencies in our processes
• Lead initiatives within the to improve our Service Delivery group to develop processes & improve our client service.
• Handle client escalations/Issues to manage expectations and resolve issues in a timely manner
• Work with management to co-ordinate, upskill and determine resourcing requirements to ensure group is working as efficiently as possible
• Prioritize own daily workload along side project work to ensure we manage client’s expectations but also improve our responses/automation
• Utilize & demonstrate the skills to use available digital tools & AI to enhance the user experience for our processes

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: Mid Level
• Education Level: Associate degree