Client Processing Specialist

BNY; Town of Florida (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

The Specialist, Client Processing Representative at BNY plays a crucial role in managing client transactions, ensuring accuracy, and enhancing client satisfaction. This position supports BNY's strategic pillars by fostering trust, innovation, and operational excellence in every interaction.

You'll collaborate with internal teams, analyze transaction data, and stay current with industry regulations to ensure compliant, efficient processing and exceptional service delivery for our clients.

Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field preferred.
• 0-5 years of experience.
• Experience in brokerage processing preferred.

Responsibilities

• Execute client transactions efficiently and accurately, maintaining a high standard of service.
• Resolve client inquiries and issues promptly, ensuring client satisfaction and adherence to policies.
• Collaborate with internal teams to ensure seamless transaction processing and teamwork.
• Analyze transaction data to identify trends and opportunities for process optimization.
• Maintain up-to-date knowledge of industry regulations and policies to ensure compliance.
• Support initiatives aimed at enhancing the client experience and trust.

Skills

Analytical skills

Effective communication

Detail oriented

Education

Bachelor's degree in Finance, Business Administration, or related field

Job description

The Specialist, Client Processing Representative at BNY plays a crucial role in managing client transactions, ensuring accuracy, and enhancing client satisfaction. This position supports BNY's strategic pillars by fostering trust, innovation, and operational excellence in every interaction.

You'll collaborate with internal teams, analyze transaction data, and stay current with industry regulations to ensure compliant, efficient processing and exceptional service delivery for our clients.