What are the responsibilities and job description for the Intermediate Representative, Client Processing position at BNY External Career Site?
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.
As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We’re seeking a future team member for the role of Intermediate Representative, Client Processing to join our Wealth Management team. This role is located in Pittsburgh, PA - HYBRID.
In this role, you’ll make an impact in the following ways:
- Performs routine and non-routine client service and transactional support functions.
- Provides analytics and reporting services, working to improve and automate transaction processing systems.
- Advises organizational units/teams to ensure timely delivery of service, or resolution of issue.
- Processes account related transactions per scheduled events/client authenticated direction.
- Answers inquiries and resolves problems or issues.
- Assesses needs and suggests/promotes alternative approaches to service models.
- Participates in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
- Solves problems based on an understanding and knowledge of the intricacies of the system.
- Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
- Manages situations which may require adaptation of response or extensive research according to internal or external client response.
To be successful in this role, we’re seeking the following:
- Bachelors degree or the equivalent combination of education and experience is required
- 1-3 years of total work experience is preferred
- Experience in brokerage processing is 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.
