Specialist, Client Processing Representative

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

POSITION SUMMARY

The Specialist, Client Processing Representative at BNY plays a crucial role in managing client transactions, ensuring accuracy, and enhancing client satisfaction. This position is integral to upholding BNY's strategic pillars by fostering trust, innovation, and operational excellence. The role supports BNY's principles by demonstrating integrity, collaboration, and client-focused service. As part of the Client Processing job family, this role involves executing complex transactions and resolving client inquiries, contributing to a streamlined client experience.

PRIMARY RESPONSIBILITIES

• Execute client transactions efficiently and accurately, maintaining a high standard of service by demonstrating expertise in client processing.
• Resolve client inquiries and issues promptly, ensuring client satisfaction and adherence to BNY's service standards.
• Collaborate with internal teams to ensure seamless transaction processing, fostering a culture of teamwork and continuous improvement.
• Analyze transaction data to identify trends and opportunities for process optimization, contributing to operational excellence.
• Maintain up-to-date knowledge of industry regulations and BNY policies to ensure compliance in all client interactions.
• Support initiatives aimed at enhancing the client experience, aligning with BNY's focus on innovation and client trust.

EDUCATION / QUALIFICATIONS

• Bachelor's degree in Finance, Business Administration, or a related field preferred.

EXPERIENCE

• 0-5 years of experience.
• Experience in brokerage processing preferred.

  SKILLS

  • Strong analytical skills with the ability to interpret transaction data and identify improvement opportunities.
  • Excellent communication skills for effective client interaction and resolution of inquiries.
  • Detail-oriented with a focus on accuracy in transaction processing and compliance with standards.

  About Us

  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.

  About The Team

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

  Here’s a Few Of Our Recent Awards

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

  Our 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.

  BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

  Base salary offered may vary depending on multiple individualized factors, including market location, job‑related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company‑sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

  If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.