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Client Processing Representative II

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At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Client Processing Representative II to join our Global Payments and Treasury Services Operations team. This role is located in Lake Mary, FL or Pittsburgh, PA, and will work a Hybrid schedule (3 days per week in-office required) .

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

Identifies, investigates and resolves escalated and/or complex queries in client accounts or company records.
Have an awareness of sensitive information to mitigate Risk, Compliance and Controls.
Occasional communication with cross-functional departments and leadership.
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 update 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.
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.
No direct reports but may provide guidance to less experienced team members.
Supports the achievement of team objectives.

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

High school/secondary school or the equivalent combination of education and experience is required.
- Bachelor’s degree preferred.
7 plus years of technical and management experience preferred.
Prior experience with SWIFT messaging highly preferred.
Familiarity with Microsoft Applications, specifically SharePoint.
Excellent attention to detail, with an ability to connect the dots.
Experience in the securities or financial services industry a plus.

At BNY, our culture speaks for itself. Here’s a few of our awards:

America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023

Our 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, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Average salary estimate

$85000 / YEARLY (est.)

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$75000K

$95000K

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What You Should Know About Client Processing Representative II, BNY

Join the team at BNY as a Client Processing Representative II, where you’ll find a vibrant culture that empowers individuals to grow and succeed! BNY is a significant player in global financial services, handling nearly 20% of the world's investible assets. That’s right—here, your work truly makes a difference. Located in beautiful Lake Mary, FL, or Pittsburgh, PA, this hybrid role (3 days in the office) allows you to connect with a dynamic group of over 50,000 employees, all working together to create innovative solutions for our clients. In this role, you will identify, investigate, and resolve complex queries related to client accounts, all while ensuring strict compliance with risk and controls. You'll be at the forefront of communication between clients and various departments, providing critical support on day-to-day operations and assisting your team. If you enjoy training others, this is your chance! You’ll lead by example, guiding less experienced team members through their responsibilities. To thrive in this rewarding position, you'll need a keen eye for detail, excellent organizational skills, and preferably, experience in SWIFT messaging. Join BNY and be part of a firm recognized for innovation and inclusivity while working alongside inspiring colleagues to make money work for everyone. This is what #LifeAtBNY is all about!

Frequently Asked Questions (FAQs) for Client Processing Representative II Role at BNY

What are the primary responsibilities of the Client Processing Representative II at BNY?

As a Client Processing Representative II at BNY, you will manage complex queries related to client accounts, facilitate communication with cross-functional departments, and lead daily operations for a client processing support team. Your role involves ensuring compliance with risk management practices while providing technical guidance to team members.