Client Processing Representative I – Global Clearing Ops
BNY
full-time
Posted on:
Location Type: Hybrid
Location: Lake Mary • Florida • United States
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About the role
- Apply expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.
- Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation.
- Serve as the primary point of contact for clients, executing all correspondent requisites timely and accurately with an understanding of the underlying business and specific client needs.
- Review and check work of other Client Processing Support staff, help resolve escalated issues, and may be responsible for allocating and checking work of other team members.
Requirements
- High school/secondary school diploma or the equivalent combination of education and experience is required; Bachelor’s degree preferred.
- 5-7 years of total work experience preferred.
- Experience in brokerage processing preferred.
- Applicable local/regional licenses or certifications as required by the business.
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
transaction processingreconciliationsaccounting servicesindependent analysispolicy interpretationclient account updatesproblem resolutionbrokerage processing
Soft skills
client servicecommunicationproblem-solvingteam leadershipattention to detail
Certifications
local licensesregional licenses