Wealth Ops Associate: Cash & Client Services

BNY; Pittsburgh (Allegheny County); On-site; USD 19,000 - 33,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Job summary

BNY Mellon in Pittsburgh, PA seeks a detail-oriented Client Operations Associate to support Wealth Management operations, focusing on cash movement, remote check deposits, statement support, and daily processing tasks. This onsite role offers exposure to diverse client transactions and collaboration with multiple teams.

You will enter and verify sensitive data, assist with reconciliation, meet strict deadlines, and participate in process improvements.

Qualifications

• Bachelor’s degree preferred in Finance, Business, Economics, Banking, or related field.
• Experience in fast-paced, accuracy-driven operational environments preferred.
• Strong attention to detail and ability to process critical information accurately and efficiently.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Ability to work independently while also contributing within a team-oriented environment.
• Comfortable working in a deadline-driven operations setting with a high sense of urgency.
• Proficiency with Microsoft Office Suite, including Excel and Outlook.

Responsibilities

• Cash & Payment Operations: Support operational workflows related to cash activities, remote check deposits, wire instructions, ACH transactions, and other banking-related processes
• Data Entry & Processing: Accurately enter, review, and maintain sensitive client and transactional information across multiple proprietary systems
• Operational Support: Assist multiple Wealth Management operations teams with daily processing tasks and project-related activities
• Reconciliation & Research: Review operational data, perform research on discrepancies, and ensure accuracy of financial and client-related records
• Deadline Management: Prioritize and complete tasks within strict operational deadlines and cutoff times
• Workflow Coordination: Collaborate with internal teams to ensure timely completion of operational requests and issue resolution
• Client Service Support: Handle operational inquiries and support requests through written and verbal communication channels
• Process Adherence: Follow internal policies, procedures, and quality control standards to mitigate operational risk
• Continuous Learning: Participate in training and support modernization and process improvement initiatives as needed

Skills

Attention to detail

Communication skills

Organizational skills

Independent worker

Deadline-driven

Education

Bachelor's degree in Finance/Business/Economics/Banking

Tools

Excel

Outlook

Job description

BNY Mellon in Pittsburgh, PA seeks a detail-oriented Client Operations Associate to support Wealth Management operations, focusing on cash movement, remote check deposits, statement support, and daily processing tasks. This onsite role offers exposure to diverse client transactions and collaboration with multiple teams.

You will enter and verify sensitive data, assist with reconciliation, meet strict deadlines, and participate in process improvements.