Specialist, Client Processing Representative 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 and champions of inclusion, 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 Representative II, to join our Fund and IS Client Ops team. This role is located in Boston, MA.
Requirements
- High school/secondary school or equivalent combination of education and experience is required; bachelor’s degree preferred.
- 7+ years of technical and management experience preferred.
- Experience in the securities or financial services industry is a plus.
- Applicable local/regional licenses or certifications as required by the business.
- People leadership: Demonstrated experience leading small- to medium-sized teams, providing work direction, training, quality review, and supervisory approvals.
Responsibilities
- Lead the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters.
- Serve as the primary point of contact for clients, communicating needs and issues internally with operating areas and externally with clients.
- Participate in processing updates to client accounts and company records to ensure accurate and timely management.
- Handle complex client inquiries and requests, identifying, investigating, and resolving escalated or complex problems in client accounts or company records.
- Work closely with technology and systems teams to ensure system efficiency and incorporate necessary risk mitigations.
- Train staff in technical tools, skills, and specific client support activities to maximize team contribution and ensure compliance with company policies and industry regulations.
- Allocate and check the work of other team members and perform specific supervisory review and approval actions as needed.
- Support the achievement of team objectives.
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- access to flexible global resources and tools
- generous paid leaves
- paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
