Client Processing Representative

BNY

Specialist, Client Processing Representative managing transactions and ensuring accuracy for BNY Investment Operations. Collaborating with teams to enhance client experience and operational excellence.

Posted 7/20/2026full-timePittsburgh • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $52,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client transaction processing and analytical skills to optimize operations while ensuring compliance with industry regulations. Focuses on enhancing client experience through effective communication and collaboration with internal teams.

Highest-signal resume keywords

Client Transaction ProcessingAnalytical SkillsBrokerage ProcessingCompliance KnowledgeClient Satisfaction

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Transaction Data AnalysisProcess OptimizationOperational Excellence

Soft Skills

Team CollaborationProblem ResolutionClient Communication

Industry Keywords

FinanceBusiness AdministrationBNY PoliciesIndustry Regulations

About the role

Key responsibilities & impact

Execute client transactions efficiently and accurately, maintaining a high standard of service by demonstrating expertise in client processing.
Resolve client inquiries and issues promptly, ensuring client satisfaction and adherence to BNY's service standards.
Collaborate with internal teams to ensure seamless transaction processing, fostering a culture of teamwork and continuous improvement.
Analyze transaction data to identify trends and opportunities for process optimization, contributing to operational excellence.
Maintain up-to-date knowledge of industry regulations and BNY policies to ensure compliance in all client interactions.
Support initiatives aimed at enhancing the client experience, aligning with BNY's focus on innovation and client trust.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible working hours
Professional development opportunities