Senior Associate, Client Processing Team Lead

BNY Mellon; Pittsburgh (Allegheny County); Hybrid; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Senior Associate in the Client Processing Team. This role offers a unique opportunity to lead a dynamic team in a hybrid work environment, focusing on client account management and problem resolution. With a strong emphasis on professional growth and teamwork, you'll play a crucial role in ensuring operational excellence. The company is recognized for its commitment to innovation and inclusivity, providing a supportive atmosphere for your career development. If you're ready to make a significant impact in the financial services sector, this is the perfect opportunity for you.

Benefits

Competitive Pay

Comprehensive Health Programs

Paid Volunteer Leave

Flexible Resources

Support for Personal Growth

Qualifications

• 7+ years of managerial experience in client processing or financial services.
• Familiarity with SEC regulations and reporting metrics.

Responsibilities

• Supervise daily operations of a client processing support team.
• Lead and develop team members while ensuring quality work standards.

Skills

Team Leadership

Client Management

Problem Resolution

Financial Services Knowledge

Technical Assistance

Education

Associate's Degree

Bachelor's Degree

Job description

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day, our 50,000+ employees bring their perspectives to create solutions that benefit businesses, communities, and people worldwide.

About Us

We are recognized as a top workplace for innovation and inclusivity. Our mission is to make money work for the world, embodying the spirit of #LifeAtBNY.

Job Opportunity

We’re seeking a Senior Associate, Client Processing Team Lead to join our Corporate Trust Operations team in Pittsburgh, PA. This role offers a hybrid schedule, requiring four days per week in-office.

Key Responsibilities

1. Supervise and manage the daily operations of a small- to medium-sized client processing support team handling client accounts, inquiries, and problem resolution.
2. Coordinate with Travelers Insurance on Lost Securities Affidavits, Fees, and related presentations, ensuring approvals are processed.
3. Assist Client Service Managers with processing Lost Securities through the surety waiver/hold process.
4. Manage transactional workflows and allocate team resources efficiently.
5. Serve as the first line for task assignment and issue resolution.
6. Lead, motivate, and develop team members, fostering professional growth and teamwork.
7. Ensure quality and volume of work meet standards, with proper review and documentation.
8. Provide technical assistance on moderately complex issues.
9. Act as the initial escalation point for team issues.
10. Participate in recruiting and onboarding processes.
11. Oversee work assignments and performance reviews for client processing analysts.
12. Contribute to team objectives and development.

Qualifications

1. Associate’s degree in a related field or equivalent experience; a Bachelor’s degree is preferred.
2. 7+ years of relevant technical and managerial experience is preferred.
3. Experience in securities or financial services is a plus.
4. Knowledge of Lost Securities, SEC Regulation X-17, and related processes.
5. Understanding of daily reporting, SEC turnaround times, and legal document processing.
6. Familiarity with monthly reporting metrics and audit procedures.

Our Recognitions & Benefits

BNY has received numerous awards, including:

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune, 2024
• 100% score on the Human Rights Campaign Foundation’s Corporate Equality Index, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN, 2023-2024
• Most Just Companies, Just Capital and CNBC, 2024
• Top performer in Sustainability, Dow Jones, 2024
• Bloomberg’s Gender Equality Index, 2023

Our benefits include competitive pay, comprehensive health and wellbeing programs, flexible resources, paid volunteer leave, and support for personal and financial growth.

BNY is an Equal Employment Opportunity/Affirmative Action Employer, committed to diversity and inclusion.