Client Processing Representative

BNY

Specialist, Client Processing Representative managing client transactions and ensuring compliance. Located in Pittsburgh, PA, enhancing client satisfaction and maintaining accurate records.

Posted 7/20/2026full-timePittsburgh • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $52,000 - $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service and support, with a strong focus on compliance and accuracy in transaction processing. Possesses analytical skills to interpret data and identify improvement opportunities while maintaining effective communication with clients.

Highest-signal resume keywords

Client Service ExpertiseBrokerage Processing ExperienceStrong Analytical SkillsDetail-Oriented Transaction ProcessingExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction Data InterpretationOperational Task ManagementProblem Identification and ResolutionCompliance Standards Adherence

Soft Skills

Client InteractionTeam Collaboration

Certifications & Qualifications

Applicable Local/Regional Licenses

Industry Keywords

FinanceBusiness AdministrationClient Processing Support

About the role

Key responsibilities & impact

Apply expertise and judgment in providing quality and complex client service and support to internal and external clients daily.
Perform complex operational tasks in a product or functional area.
Serve as the primary point of contact for clients, executing all correspondent requisites accurately and promptly.
Maintain correspondent accounts in compliance with applicable regulations and policies.
Identify, investigate, and resolve problems in client accounts or company records.
Provide product knowledge and technical assistance, escalating complex issues as appropriate.
Review and check work of other Client Processing Support staff, assist in resolving escalated issues.

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.
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.

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible work arrangements
Paid volunteer time