Associate, Client Processing II

1 week ago

Pittsburgh, Pennsylvania, United States BNY Full time $90,000 - $120,000 per year

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 Associate, Client Processing II to join our Wealth Management team. This role is located in Pittsburgh PA.

In this role, you'll make an impact in the following ways:

  • 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 or 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.

To be successful in this role, we're seeking the following:

  • Bachelor's degree or the equivalent combination of education and experience is required.
  • 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.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here's a few of our recent awards:

  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

  • Associate, Client Processing II

    4 days ago

    Pittsburgh, Pennsylvania, United States BNY External Career Site Full time $60,000 - $120,000 per year

    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...

  • Associate, Client Operations II

    6 days ago

    Pittsburgh, Pennsylvania, United States BNY Full time $60,000 - $120,000 per year

    Job DescriptionAssociate, Client Processing IIAt 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...

  • Associate, Client Reporting/Performance II

    1 week ago

    Pittsburgh, Pennsylvania, United States BNY External Career Site Full time

    Associate Client Reporting Performance IIAt 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...

  • Associate, Client Processing I

    6 days ago

    Pittsburgh, Pennsylvania, United States BNY External Career Site Full time $60,000 - $120,000 per year

    Associate, Client Processing IAt 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...

  • Associate, Client Processing II

    6 days ago

    Pittsburgh, Pennsylvania, United States BNY Full time $60,000 - $75,000 per year

    Bachelor's degree or the equivalent combination of education and experience. 3-5 years of total work experience preferred. Experience in brokerage processing preferred. Applicable local/regional licenses or certifications as required by the business. Prior loan operations experience in a financial service setting preferred Detail oriented Excellent verbal...

  • Senior Associate, Client Processing Team Lead

    6 days ago

    Pittsburgh, Pennsylvania, United States BNY External Career Site Full time $120,000 - $130,000 per year

    Senior Associate, Client Processing Team LeadAt 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...

  • Project Manager

    1 week ago

    Pittsburgh, Pennsylvania, United States Repco II Full time $60,000 - $120,000 per year

    Job DescriptionFor consideration send resume to  Please no phone calls.Full time salaried project manager position, specializing in lighting and controls, in our Pittsburgh PA office.  This involves working with our client base, our manufacturers, and our internal sales team to manage lighting and lighting control construction projects from initial order...

  • Client Associate/Senior Client Associate

    2 hours ago

    Pittsburgh, Pennsylvania, United States RBC Full time

    Job DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Senior Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our...

  • Charge Processing Specialist II- Revenue Cycle

    1 week ago

    Pittsburgh, Pennsylvania, United States UPMC Full time

    Purpose:UPMC Corporate Services is hiring a full-time Charge Processing Specialist II- Revenue Cycle to support the Charge Management department. The position would work Monday through Friday during daylight hours. The position is eligible to work from home after training.The Charge Processing Specialist II ensures managed care requirements are met by...

  • Client Service Associate, Private Wealth

    1 day ago

    Pittsburgh, Pennsylvania, United States The Coury Firm Full time

    Client Service Associate, Private WealthREPORTS TO:The Client Service Associate will report directly to the Sr. Advisor as well as to the Managing Director of Investment Operations, or their designee.POSITION SUMMARY:The position of Client Service Associate for The Coury Firm's Private Wealth division (the "Firm") is a core member of the Wealth team. The...