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 Associate, Client Processing II to join our Wealth Management team. This role is located in Pittsburgh, PA.
Requirements
- Bachelor’s degree or equivalent combination of education and experience.
- 3-5 years of total work experience preferred.
- Experience in cash processing preferred.
- Experience in fast paced/quality driven environment preferred.
Responsibilities
- Perform routine and non-routine client service and transactional support functions to ensure accurate and timely processing.
- Provide support to client facing staff in Wealth Management, to facilitate cash movement.
- Provide analytics and reporting services, working to improve and automate transaction processing systems.
- Advise organizational units and teams to ensure timely delivery of service or resolution of issues.
- Process account-related transactions per scheduled events or client-authenticated direction.
- Answer inquiries and resolve problems or issues efficiently.
- Assess client needs and suggest or promote alternative approaches to service models.
- Participate in straightforward product development, enhancement, and system testing to maintain accurate and efficient transaction processing.
- Solve problems using in-depth knowledge of systems and industry standards to provide effective solutions to internal and external clients.
- Manage situations requiring adaptation or extensive research based on client responses.
- May allocate and review work of support team members and be responsible for supervisory review, training, and approval actions.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
