Specialist, Client Processing II

BNY; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation package

Comprehensive benefits

Well-being programs

Job summary

BNY, a leading global financial services company, is seeking a Specialist, Client Processing II to join our Wealth Management team in Pittsburgh, PA. This role involves supporting operations of private asset products and ensuring the efficient processing and resolution of client service issues.

The ideal candidate will have 3-5 years of experience, a Bachelor's degree, and strong problem-solving skills. BNY offers a competitive salary and comprehensive benefits to promote employee well-being.

Qualifications

• 3-5 years of relevant work experience, preferably in brokerage processing.
• Strong problem-solving skills with the ability to integrate technical knowledge.
• Experience providing client service and transactional support.

Responsibilities

• Support capital activity, valuations, NAV processes, and investor documents.
• Ensure efficient processing and resolution of issues.
• Collaborate with organization units and client-facing teams.
• Manage complex situations requiring adaptation or extensive research.

Skills

Problem-solving

Client service experience

Attention to detail

Team leadership

Education

Bachelor’s degree or equivalent

Job description

Specialist, Client Processing II

BNY, a leading global financial services company, is seeking a Specialist, Client Processing II to join our Wealth Management team in Pittsburgh, PA. The role is part of the Private Asset Fund Support team, supporting operational responsibilities of private asset products offered by BNY Wealth.

Responsibilities

• Work at the heart of private asset operations, including supporting capital activity, valuations, NAV processes, and 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 client‑facing teams 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

BNY offers a competitive compensation package, comprehensive benefits, and well‑being programs designed to support employees’ health, resilience, and financial goals.

EEO Statement

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