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Client Service Representative (Structured Finance/Centralized Loan Obligation/Loans)
$59k-76k (estimate)
Full Time 2 Months Ago
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BNY External Career Site is Hiring a Client Service Representative (Structured Finance/Centralized Loan Obligation/Loans) Near Pittsburgh, PA

Client Service Representative (Corporate Trust / CLO / Loans)

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the centre 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 welcome you to apply! When applying to this general posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open roles within the company. 

We’re seeking future team members for our Loan Administration Services with roles located in Pittsburgh, PA in Hybrid positions. 

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

  • Performs routine and non-routine client service and transactional support functions.
  • Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
  • Processes account related transactions per scheduled events/client authenticated direction.
  • Following established procedures, answers inquiries, and resolves problems or issues.
  • Manages situations which may require adaptation of response or extensive research according to client response.
  • Oversight and reconciliation of accounts.
  • Escalates more complex situations to senior colleagues.
  • Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
  • Performs complex operational tasks in a product or functional area.
  • May be responsible for allocating and checking work of team members.
  • Contributes to the achievement of team objectives.

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

  • Bachelor’s degree or the equivalent combination of education and experience is required.
  • 0-2 years of total work experience is preferred.
  • Intermediate to advanced excel skills.
  • Attention to detail, multi-tasking, sense of urgency and using initiative. 
  • Client Service/Operations experience within financial services is strongly preferred.
  • Corporate Trust background preferred.
  • Finance/accounting, compliance/reporting, reconciliation background experience preferred.
  • CLO/CDO/SOLVAS background preferred.

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. 

Job Summary

JOB TYPE

Full Time

SALARY

$59k-76k (estimate)

POST DATE

04/07/2024

EXPIRATION DATE

08/21/2024

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The job skills required for Client Service Representative (Structured Finance/Centralized Loan Obligation/Loans) include Customer Service, CSR, Leadership, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Representative (Structured Finance/Centralized Loan Obligation/Loans). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Representative (Structured Finance/Centralized Loan Obligation/Loans). Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Service Representative (Structured Finance/Centralized Loan Obligation/Loans) positions, which can be used as a reference in future career path planning. As a Client Service Representative (Structured Finance/Centralized Loan Obligation/Loans), it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative (Structured Finance/Centralized Loan Obligation/Loans). You can explore the career advancement for a Client Service Representative (Structured Finance/Centralized Loan Obligation/Loans) below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Representative job description and responsibilities

Client services representatives manage client relationships and provide customer support.

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Promoting and maintain positive customer relations utilizing service excellence techniques.

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Client service representatives are responsible for taking care of users who have a hard time with some business element.

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Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.

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Have an understanding and reception to clients' needs and give proactive customer support.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Representative jobs

Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.

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A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.

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Should have a proven customer support experience or experience as a client service representative.

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Learn to resolve problems and prevent client dissatisfaction.

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Step 3: View the best colleges and universities for Client Service Representative.

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