Specialist, Client Processing Representative I
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 Representative I located in Boston MA.
Requirements
- High school/secondary school diploma or the equivalent combination of education and experience is required
- Applicable local/regional licenses or certifications as required by the business.
Nice To Haves
- Bachelor’s degree preferred.
- 5-7 years of total work experience preferred.
- Experience in brokerage processing preferred.
Responsibilities
- Apply expertise and judgement in providing quality and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.
- Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation.
- Conduct complex, manual processing of updates to client accounts or company records and perform reconciliations such as cash breaks and position differences.
- Serve as the primary point of contact for clients, executing all correspondent requisites timely and accurately with an understanding of the underlying business and specific client needs.
- Maintain correspondent accounts in accordance 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, working closely with technology and systems teams to ensure system efficiency and risk mitigation.
- Provide product knowledge and technical assistance, escalating complex problems to supervisors or senior professionals as appropriate.
- Review and check work of other Client Processing Support staff, help resolve escalated issues, and may allocate and check work of other team members.
- Responsible for the quality and completion of own work.
Benefits
- generous paid leaves
- paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
