Specialist, Client Processing Representative II

BNY; Town of Florida (NY); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

401(k) plan

Medical, dental, and vision insurance

Paid vacation and sick time

Paid volunteer time

Job summary

BNY is seeking a Client Processing Lead in Town of Florida, NY. This role involves leading a client processing support team and handling day-to-day operations, ensuring excellent customer service and problem resolution.

A high school diploma is required, with a Bachelor's degree preferred. Candidates should have at least 7 years of relevant technical and management experience, particularly in the securities or financial services industry. BNY offers competitive salaries and a comprehensive benefits package.

Qualifications

• 7+ years of technical and management experience in a relevant field.
• Experience in the securities or financial services industry preferred.
• Local/regional licenses or certifications required.

Responsibilities

• Lead day-to-day operations of the client processing support team.
• Serve as primary contact for clients and resolve inquiries.
• Train staff in technical tools and skills.

Skills

Technical assistance

Client communication

Problem solving

Management experience

Education

High school diploma or equivalent

Bachelor's degree

Job description

Job Description

Client Processing – S6. Lead the day‑to‑day operations of a small‑ to medium‑sized client processing support team, providing work direction and technical assistance on complex matters. Serve as the primary point of contact for clients, and assist in communicating needs and issues internally with operating areas and externally with clients. Participate in processing updates to client accounts and company records to ensure they are managed correctly and in a timely manner. Provide support to business and technology managers. Handle complex client inquiries and requests. Identify, investigate, and resolve escalated and/or complex problems in client accounts or company records. Work closely with technology and systems teams to ensure the system is efficient and incorporates necessary risk mitigations. Train 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, supervising review and approval actions, and supporting the achievement of team objectives.

High school/secondary school or the equivalent combination of education and experience is required. Bachelor’s degree preferred. Seven (7) plus 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 by the business are required.

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.

Benefits and Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs. The expected base salary for this position can be found in the Job Info section. 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 themselves and eligible dependents. Other benefits can include paid vacation and sick time, paid volunteer time, and other family‑friendly, inclusive employment policies. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Employment Status

Hired employees will be in an “at‑will” position, and the Company reserves the right to modify base salary and other discretionary compensation at any time for reasons related to performance and market factors.