Vista previa de la oferta
Specialist, Client Processing Representative
entry · Asset Management
We’re seeking a future team member for the role of Specialist, Client Processing Representative to join our team at BNY Wealth. This role is located in Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:
- In this role, you’ll make an impact in the following ways:
- Apply expertise and judgment in providing quality and complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations, accounting services, and timely updates to client accounts.
- Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation, and manual processing of updates to client accounts or company records.
- Serve as the primary point of contact for clients, executing all correspondent requisites accurately and promptly with an understanding of the underlying business and specific client needs.
- Maintain correspondent accounts in compliance 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, collaborating closely with technology and systems teams to enhance system efficiency and incorporate necessary risk mitigations.
- Provide product knowledge and technical assistance, escalating complex issues to supervisors or senior professionals as appropriate.
- Review and check work of other Client Processing Support staff, assist in resolving escalated issues, and may allocate and check work of team members, including supervisory review and approval actions.
- Take responsibility for the quality and completion of own work.
To be successful in this role, we’re seeking the following:
- Bachelor's degree in Finance, Business Administration, or a related field preferred.
- 0-5 years of experience.
- Experience in brokerage processing preferred.
- Strong analytical skills with the ability to interpret transaction data and identify improvement opportunities.
- Excellent communication skills for effective client interaction and resolution of inquiries.
- Detail-oriented with a focus on accuracy in transaction processing and compliance with standards.
- Applicable local/regional licenses or certifications as required by the business.