We’re seeking a future team member for the role of Specialist, Client Processing Representative to join our team at BNY Wealth. This role is located in Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:
- In this role, you’ll make an impact in the following ways:
- Apply expertise and judgment in providing quality and complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations, accounting services, and timely updates to client accounts.
- Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation, and manual processing of updates to client accounts or company records.
- Serve as the primary point of contact for clients, executing all correspondent requisites accurately and promptly with an understanding of the underlying business and specific client needs.
- Maintain correspondent accounts in compliance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
- Identify, investigate, and resolve problems in client accounts or company records, collaborating closely with technology and systems teams to enhance system efficiency and incorporate necessary risk mitigations.
- Provide product knowledge and technical assistance, escalating complex issues to supervisors or senior professionals as appropriate.
- Review and check work of other Client Processing Support staff, assist in resolving escalated issues, and may allocate and check work of team members, including supervisory review and approval actions.
- Take responsibility for the quality and completion of own work.
To be successful in this role, we’re seeking the following:
- Bachelor's degree in Finance, Business Administration, or a related field preferred.
- 0-5 years of experience.
- Experience in brokerage processing preferred.
- Strong analytical skills with the ability to interpret transaction data and identify improvement opportunities.
- Excellent communication skills for effective client interaction and resolution of inquiries.
- Detail-oriented with a focus on accuracy in transaction processing and compliance with standards.
- Applicable local/regional licenses or certifications as required by the business.
About Company
At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
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.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Company
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.