What are the responsibilities and job description for the 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.
We’re seeking a future team member for the role of Representative, Client Processing to join our Issuer Services Operations team. This role is located in Pittsburgh, PA – Full time on site.
In this role, you’ll make an impact in the following ways:
- Provides quality client service and support to internal clients and occasionally external clients on a daily basis, including phone interaction, problem resolution and account transaction processing in a timely manner.
- Under direct supervision, performs routine operational tasks in a product or functional area, processing updates to client accounts or company records and ensuring that data is feeding into the right system.
- Enters data, keying information from checks, interpreting payee information and transcribing into on-line system.
- Begins monitoring exceptions.
- May interact with record keepers to verify that client records are in sync with the fund company or another custodian.
- Executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
- Responds to client inquiries, escalating non-standard issues to a Team Lead.
- May communicate with an external third party to research inquiries. Investigates and corrects errors in company records and client accounts.
- Accurately opens and updates accounts or company records.
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.
- Bachelors degree preferred.
- 2-3 years of total work experience 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.
