Specialist, Client Processing II

BNY; Pittsburgh (Allegheny County); On-site; Full time

Benefits offered by this job

Competitive compensation

Generous paid leaves

Wellbeing programs

Job summary

A leading global financial services company located in Pittsburgh is looking for an Associate in Client Processing II. You will support private asset operations, tackling responsibilities such as valuations and investor document management. Ideal candidates have 3-5 years of experience in brokerage processing, with strong problem-solving skills and an emphasis on client service. Join us to power the future of finance through innovation and collaborative solutions.

Qualifications

• 3-5 years of relevant work experience in brokerage processing preferred.
• Strong ability to integrate technical knowledge and industry best practices.
• Experience in financial services environment with meticulous attention to detail.

Responsibilities

• Support capital activity, valuations, and investor document management.
• Ensure efficient processing and resolution of client issues.
• Collaborate to resolve issues and meet client needs efficiently.

Skills

Problem-solving

Client service

Detail-oriented

Team leadership

Education

Bachelor’s degree or equivalent

Job description

Associate, Client Processing II

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 is all about. Join us and be part of something extraordinary.

Responsibilities

• Work at the heart of private asset operations, including but not limited to supporting capital activity, valuations, NAV processes, management of investor documents.
• Perform routine and non-routine client service and transactional support functions to ensure efficient processing and resolution of issues.
• Collaborate with other organization units, private asset administrators, and our client facing team to resolve issues and meet client needs efficiently.
• Provide direction and oversight to lower-level service roles to support successful delivery of client service.
• Process account-related transactions according to scheduled events and client-authenticated instructions.
• Participate in product development, enhancement, and system testing to maintain accuracy and efficiency in processing high-value transactions.
• Apply in-depth knowledge of systems and industry standards to solve problems and deliver solutions to internal and external clients.
• Manage complex situations requiring adaptation or extensive research to meet client needs.
• May allocate and review work of support team members, including supervisory review, training, and approval responsibilities.
• Contribute to the achievement of team objectives and continuous improvement initiatives.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 3-5 years of relevant work experience, preferably in brokerage processing.
• Strong problem-solving skills with the ability to integrate technical knowledge and industry best practices.
• Experience providing client service and transactional support in a financial services environment.
• Meticulous attention to detail.
• People leadership experience, including training and supervising team members, is a plus.

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.

Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

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