Specialist, Client Processing

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

Benefits offered by this job

Competitive compensation

Flexible global resources

Generous paid leaves

Job summary

A global financial services company is seeking a Specialist for Client Processing to join their Wealth Management team in Pittsburgh. This role focuses on supporting capital activity and investor documents for private asset products. Candidates should have a Bachelor's degree and 0-3 years of experience in brokerage processing, with strong analytical and communication skills. Join a dynamic team committed to excellence and innovative solutions within a collaborative environment.

Qualifications

• 0-3 years of relevant work experience, preferably in brokerage processing.
• Ability to work to deadlines in a high-volume, control-focused environment.

Responsibilities

• Support capital activity, valuations, and NAV processes of private asset products.
• Perform client service and transactional support functions for timely service delivery.
• Collaborate with teams to resolve issues and meet client needs.
• Process transactions according to scheduled events and client-authenticated instructions.
• Address inquiries and resolve problems, conducting research as needed.
• Execute complex operational tasks and perform supervisory reviews.
• Contribute to team objectives and maintain high service standards.

Skills

Attention to detail

Analytical problem-solving

Clear written communication

Clear verbal communication

Education

Bachelor's degree or equivalent

Job description

Specialist, Client Processing

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

We’re seeking a future team member for the role of Specialist, Client Processing to join our Wealth Management team. This role is located in Pittsburgh, PA. The role will be part of the Private Asset Fund Support team supporting the operational responsibilities of private asset products offered by BNY Wealth.

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 timely and accurate service delivery.
• Collaborate with other organizational units, private asset administrators, and our client-facing team to resolve issues and meet client needs efficiently.
• Process account-related transactions according to scheduled events and client-authenticated instructions, following established procedures.
• Address inquiries and resolve problems, adapting responses or conducting extensive research as needed; elevate complex issues to senior colleagues.
• Apply area knowledge and industry standards to provide effective solutions to internal and external clients.
• Execute complex operational tasks within a product or functional area, including allocating and reviewing work of team members and performing supervisory review and approval actions as required.
• Contribute to achieving team objectives and maintaining high service standards.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 0-3 years of relevant work experience, preferably in brokerage processing.
• Meticulous attention to detail, strong analytical problem‑solving, and clear written/verbal communication.
• Ability to work to deadlines in a high-volume, control-focused environment; proactive ownership mindset.

At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom, BNY LinkedIn.

Recent Awards

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

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.