Specialist, Client Processing Representative II

BNY; Pittsburgh (Allegheny County); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

401(k) plan

Medical, dental, and vision insurance

Generous paid time off

Job summary

BNY in Pittsburgh is seeking a leader for their client processing team responsible for day-to-day operations and client communication. You will manage complex inquiries and direct team efforts to ensure compliance and efficiency in service delivery.

The ideal candidate has a high school diploma, with a preference for a Bachelor's degree, and brings over 7 years of relevant technical and management experience, ideally in financial services. The role includes competitive compensation and comprehensive benefits.

Qualifications

• 7+ years of technical and management experience preferred.
• Experience in the securities or financial services industry is a plus.
• Applicable local/regional licenses or certifications as required.

Responsibilities

• Lead operations of a client processing support team.
• Serve as primary point of contact for clients.
• Handle complex client inquiries and requests.
• Train staff in technical tools and specific client support activities.

Skills

Client communication

Problem-solving

Technical assistance

Team leadership

Education

High school diploma or equivalent

Bachelor's degree

Job description

Job Description

Client Processing - S6 Serves as a lead for the day‑to‑day operations of a small- to medium‑sized client processing support team, providing work direction and technical assistance on complex matters.

• Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients.
• Participates in processing updates to client accounts and company records to ensure they are managed correctly and in a timely manner.
• Provides support to business and technology managers.
• Handles complex client inquiries and requests.
• Identifies, investigates, and resolves escalated and/or complex problems in client accounts or company records.
• Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations.
• Trains staff in technical tools and skills as well as specific internal or external client support activities to maximize their contribution to the team and ensure compliance with company policies and industry regulations.
• May be responsible for allocating and checking work of other team members, specific supervisory review and approval actions, and supporting the achievement of team objectives.

Qualifications

• High school/secondary school or the equivalent combination of education and experience is required.
• Bachelor’s degree preferred.
• 7+ years of technical and management experience preferred.
• Experience in the securities or financial services industry a plus.
• Applicable local/regional licenses or certifications as required by the business.

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.

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.

Eligible employees may enroll in a 401(k) plan and 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.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary at any time.

Equal Employment Opportunity

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities, Females, Individuals with Disabilities, and Protected Veterans are encouraged to apply.