Associate, Client Processing Representative I at BNY

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Jan, 26

Salary

0.0

Posted On

03 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Problem Resolution, Transaction Processing, Reconciliations, Accounting Services, Regulatory Compliance, Operational Tasks, Product Knowledge, Technical Assistance, Independent Analysis, Policy Interpretation, Cash Breaks, Position Differences, Escalation Management, Team Collaboration, Quality Control

Industry

Financial Services

Description

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate Client Processing Representative I, this role is located in Boston MA. In this role, you'll make an impact in the following ways: 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. Conduct complex, manual processing of updates to client accounts or company records and perform reconciliations such as cash breaks and position differences. 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. Maintain correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks. Identify, investigate, and resolve problems in client accounts or company records, working closely with technology and systems teams to ensure system efficiency and risk mitigation. Provide product knowledge and technical assistance, escalating complex problems to supervisors or senior professionals as appropriate. Review and check work of other Client Processing Support staff, help resolve escalated issues, and may allocate and check work of other team members. Responsible for the quality and completion of own work. To be successful in this role, we're seeking the following: 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. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: 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. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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Responsibilities

Provide quality and complex client service and support to internal and external clients, including transaction processing and problem resolution. Maintain correspondent accounts in accordance with regulations and ensure timely updates to client accounts.