Associate, Client Processing Representative I
3 weeks ago
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We’re seeking a future team member for the role of Intermediate Representative, Client Processing to join our Wealth Management team. This role is located in Pittsburgh, PA – HYBRID.
In this role, you’ll make an impact in the following ways:
- Performs routine and non-routine client service and transactional support functions.
- Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
- Processes account related transactions per scheduled events/client authenticated direction.
- Following established procedures, answers inquiries, and resolves problems or issues.
- Manages situations which may require adaptation of response or extensive research according to client response.
- Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
- Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
- Review and check work of other Client Processing Support staff and help resolve escalated issues.
- May be responsible for allocating and checking work of other team members.
- May be responsible for specific supervisory review and approval actions.
- Responsible for the quality and completion of own work.
To be successful in this role, we’re seeking the following:
- Bachelors degree or the equivalent combination of education and experience is required.
- 2-4 years of total work experience is preferred.
- Experience with web-based applications.
- Experience in operational processing, time management, forward thinking, attention to detail, independent and team contributor along with organizational skills.
At BNY, our culture speaks for itself. Here’s a few of our awards:
- America’s Most Innovative Companies, Fortune, 2024
- World’s Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
- “Most Just Companies”, Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg’s Gender Equality Index (GEI), 2023
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.
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