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Intermediate Representative, Client Processing

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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 Intermediate Representative, Client Processing 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.
3-5 years of total work 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

$70000 / YEARLY (est.)

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$60000K

$80000K

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What You Should Know About Intermediate Representative, Client Processing, BNY

At BNY, we're not just about finance; we’re about empowerment and innovation. As an Intermediate Representative, Client Processing, you'll be diving into a role that’s both rewarding and impactful within our Global Payments and Treasury Services Operations team. Based in either Lake Mary, FL, or Pittsburgh, PA, you’ll enjoy a hybrid work schedule that blends the best of both worlds – working three days in the office and two days remotely! Your days will be filled with a variety of responsibilities that include investigating and resolving complex client account queries while ensuring we uphold the utmost standards of risk management and compliance. You won’t just be answering questions; you’ll be the leading point of contact for our clients, helping them navigate their needs and gains in a nurturing environment. Your insight will guide a small client processing support team as you direct day-to-day operations, ensuring everything runs smoothly. You’ll collaborate with cross-departmental teams, manage updates to client records, and provide technical training to your colleagues. With 3-5 years of experience preferred and a strong emphasis on details, your previous expertise in SWIFT messaging and familiarity with Microsoft applications will set you up for success. Join us at BNY, where we celebrate our inclusive culture and strive towards mutual success, all while making money work for the world. Come discover what #LifeAtBNY truly means!

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

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

As an Intermediate Representative, Client Processing at BNY, your main responsibilities will include identifying and resolving complex client account queries, serving as a lead in daily operations for a client processing support team, and ensuring efficient internal and external communication. You'll also train team members, manage updates to client records, and work closely with technology teams to maintain efficient systems.