Specialist, Client Processing II
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 Specialist, Client Processing II to join our Conventional Trust Client Platform team. This role is located in Pittsburgh.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- Excellent communication and writing abilities
- Demonstrated ability to prepare transmission files and coordinate with cross-functional groups
- Attention to detail
- Problem solving, critical thinking, time management and communication
- Ability to self-manage, prioritize, and execute workload
- Prior experience with Microsoft Office applications, especially Excel
Nice To Haves
- 3-5 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
- Perform routine and non-routine client service and transactional support functions.
- Provide analytics and reporting services, working to improve and automate transaction processing systems.
- Advise organizational units/teams to ensure timely delivery of service or resolution of issues.
- Provide direction to lower-level service roles in the successful delivery of support or service.
- Process account-related transactions per scheduled events or client authenticated direction.
- Answer inquiries and resolve problems or issues.
- Assess needs and suggest/promote alternative approaches to service models.
- Participate in straightforward product development, product enhancement, and system testing to ensure accurate and efficient processing of high-value transactions.
- Solve problems based on an understanding and knowledge of system intricacies.
- Integrate in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
- Manage situations requiring adaptation of response or extensive research according to client needs.
- May allocate and check work of support team members and be responsible for supervisory review, training, and approval actions.
- Contribute to the achievement of team objectives.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Generous paid leaves
- Paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
