Intermediate Representative, Client Processing

at  BNY Mellon

Overview
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We’re seeking a future team member for the role of Intermediate Representative, Client Processing to join our Wealth Management team. This role is located in Pittsburgh, PA - HYBRID.

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Performs routine and non-routine client service and transactional support functions.
Provides analytics and reporting services, working to improve and automate transaction processing systems.
Advises organizational units/teams to ensure timely delivery of service, or resolution of issue.
Processes account related transactions per scheduled events/client authenticated direction.
Answers inquiries and resolves problems or issues.
Assesses needs and suggests/promotes alternative approaches to service models.
Participates in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
Solves problems based on an understanding and knowledge of the intricacies of the system.
Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
Manages situations which may require adaptation of response or extensive research according to internal or external client response.

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

Bachelors degree or the equivalent combination of education and experience is required
1-3 years of total work experience is preferred
Experience in brokerage processing is preferred
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023