What are the responsibilities and job description for the Client Processing Representative II (Corporate Trust - CLO/Structured Finance/Loans) position at BNY External Career Site?
CLIENT SERVICE II (CORPORATE TRUST - CLO/STRUCTURED FINANCE/LOANS)
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 Service II (Corporate Trust - CLO/Structured Finance/Loans) to join our Corporate Trust Operations team. This role is located in Pittsburgh, PA, and will work a Hybrid schedule (3 days per week in-office required).
You’ll make an impact in the following ways:
- Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY.
- Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed.
- Applies intermediate problem-solving skills, experience, and judgement to analyze information.
- Uses communication skills to deliver high quality service to a specialized client base.
- Provides clients information related to BNY products and services representing multiple lines of business and geographies and directs them to the appropriate resources, as needed.
- Leverages a good understanding of broader BNY services and offerings.
- May be the central point of contact for business development and assume client onboarding and/or risk management responsibilities.
- Monitors client inquiries, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed.
- Uses knowledge of client issues and needs to contribute to business development efforts.
- Participates in internal activities and initiatives designed to improve the client experience.
- Recommends process improvements.
- May have people management responsibilities in some geographies.
- Provides guidance to less experienced team members.
- Supports multiple, moderately complex client accounts.
To be successful, we’re seeking interest in the follow areas:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 3-5 years of total work experience strongly preferred.
- 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.
