BNY

Client Processing Representative II – Total Wealth Services Ops

BNY

full-time

Posted on:

Location Type: Office

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
  • Experience with Microsoft Office product suite.
  • A desire to collaborate, problem solve and seek innovative ways to improve processes.
Benefits
  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
technical assistanceproblem solvingprocess improvement
Soft skills
leadershipcommunicationcollaboration
Certifications
local licensesregional licenses