Client Processing Representative II – Total Wealth Services Ops
BNY
full-time
Posted on:
Location Type: Hybrid
Location: Lake Mary • Florida • United States
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About the role
- Serve as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters
- Act as the primary point of contact for clients and assist in communicating needs and issues internally with operating areas and externally with clients
- Participate in processing updates to client accounts and company records to ensure they are managed correctly and in a timely manner
- Identify, investigate, and resolve escalated and/or complex problems in client accounts or company records, working closely with technology and systems teams to ensure system efficiency and risk mitigation
Requirements
- High school/secondary school diploma or equivalent combination of education and experience required; Bachelor’s degree preferred
- 7 plus years of technical and management experience preferred
- Experience in the securities or financial services industry is a plus
- Applicable local/regional licenses or certifications as required by the business
- Solid understanding and hands-on use of automation and AI tools
- Experience using Microsoft Office
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
technical assistanceproblem resolutionclient account managementrisk mitigationautomation toolsAI tools
Soft skills
leadershipcommunicationwork directioninterpersonal skills
Certifications
local licensesregional licenses