Specialist, Client Processing II

BNY Mellon•Pittsburgh, PA
•Onsite

About The Position

The Specialist, Client Processing II will join the Loans Enablement Operations team in Pittsburgh. The role provides routine and non-routine client service and transactional support, processes account-related transactions, and works with other organizational teams to ensure timely service delivery and issue resolution. The specialist adapts responses or conducts research based on client responses and escalates complex situations to senior colleagues.

Requirements

  • A bachelor’s degree or an equivalent combination of education and experience is required.
  • Applicable local or regional licenses or certifications, as required by the business.

Nice To Haves

  • 0–3 years of total work experience is preferred.
  • Experience in brokerage processing is preferred.

Responsibilities

  • Perform routine and non-routine client service and transactional support functions.
  • Interact with other organizational units and teams to ensure timely service delivery or issue resolution.
  • Process account-related transactions according to scheduled events or authenticated client direction.
  • Manage situations requiring an adapted response or extensive research based on client response, escalating more complex situations to senior colleagues.
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