Associate, Client Processing Representative I

BNY (Lake Mary FL, USA) Follow 1 day ago

Full-time

Job Title

Specialist, Client Processing

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 #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Specialist, Client Processing - to join our team. This role location is Lake Mary, Florida (4 days in office expectation).

In this role, you'll make an impact in the following ways:

Apply expertise and judgement in providing quality, complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing (STP and manual), reconciliations, accounting services, and timely updates to client accounts.
Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation, and manual processing of updates to client accounts or company records.
Serve as the primary point of contact for clients, executing all correspondent requisites accurately and timely, with an understanding of the underlying business and specific client needs.
Maintain correspondent accounts in compliance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.

To be successful in this role, we're seeking the following:

High school/secondary school diploma or equivalent combination of education and experience required; Bachelor's degree preferred.
2+ years of total work experience preferred.
Experience in brokerage processing preferred.
Applicable local/regional licenses or certifications as required by the business.

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: