Specialist, Client Processing Representative I

BNY; Boston (MA); On-site; USD 50,000 - 70,000; Full time

Job summary

BNY is seeking an Associate Client Processing Representative I to join our Boston team. In this role, you will provide complex client service, ensuring operational tasks are performed accurately and efficiently while complying with regulations.

The ideal candidate will have a high school diploma, experience in brokerage processing, and strong problem-solving skills. Join us to be part of an innovative team dedicated to providing transformative financial solutions.

Qualifications

• 5-7 years of total work experience preferred.
• Experience in brokerage processing preferred.
• Applicable local/regional licenses or certifications as required by the business.

Responsibilities

• Provide quality and complex client service and support.
• Perform complex operational tasks and independent analysis.
• Conduct manual processing of client accounts.
• Serve as the primary point of contact for clients.
• Ensure compliance with regulations and policies.
• Identify and resolve problems in client accounts.
• Provide product knowledge and technical assistance.
• Review and check work of other support staff.

Skills

Client service expertise

Problem resolution

Operational task performance

Compliance understanding

Education

High school/secondary school diploma

Bachelor’s degree

Job description

Overview

Job Description 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. We’re seeking a future team member for the role of Associate Client Processing Representative I located in Boston, MA.

Responsibilities

• Apply expertise and judgement in providing quality and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.
• Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation.
• Conduct complex, manual processing of updates to client accounts or company records and perform reconciliations such as cash breaks and position differences.
• Serve as the primary point of contact for clients, executing all correspondent requisites timely and accurately with an understanding of the underlying business and specific client needs.
• Maintain correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
• Identify, investigate, and resolve problems in client accounts or company records, working closely with technology and systems teams to ensure system efficiency and risk mitigation.
• Provide product knowledge and technical assistance, escalating complex problems to supervisors or senior professionals as appropriate.
• Review and check work of other Client Processing Support staff, help resolve escalated issues, and may allocate and check work of other team members.
• Responsible for the quality and completion of own work.

Qualifications

• High school/secondary school diploma or the equivalent combination of education and experience is required; Bachelor’s degree preferred.
• 5-7 years of total work experience preferred.
• Experience in brokerage processing preferred.
• Applicable local/regional licenses or certifications as required by the business.

About Us

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle.