Specialist, Client Processing Representative II

BNY Mellon

$70K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • High school diploma or equivalent; bachelor's degree preferred.
  • 7+ years of technical and management experience preferred.
  • Experience in securities or financial services industry is a plus.
  • Applicable local/regional licenses or certifications as required.
  • Demonstrated leadership experience with small- to medium-sized teams.

Responsibilities

  • Lead daily operations of a client processing support team and provide technical assistance.
  • Serve as primary client contact, managing their needs and issues.
  • Participate in processing updates to client accounts for accuracy and timeliness.
  • Handle escalated client inquiries and resolve complex account issues.
  • Collaborate with technology teams to enhance system efficiency and mitigate risks.
  • Train team members in tools and compliance with policies and regulations.
  • Allocate and review the work of team members and perform supervisory reviews.
  • Support achievement of overall team objectives.

Benefits

  • Access to flexible global resources and tools for personal development.
  • Focus on health and personal resilience programs.
  • Generous paid leave policies, including volunteer time.
  • Eligibility for 401(k) and company-sponsored insurance plans.
  • Support for financial goals through a pay-for-performance philosophy.
Full Job Description
Job Description

Specialist, Client Processing Representative II

We9re seeking a future team member for the role of Specialist, Client Processing Representative II,to join our Fund and IS Client Ops team. This role is located in Boston, MA.

In this role, you9ll make an impact in the following ways:
  • Lead the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters.
  • Serve as the primary point of contact for clients, communicating needs and issues internally with operating areas and externally with clients.
  • Participate in processing updates to client accounts and company records to ensure accurate and timely management.
  • Handle complex client inquiries and requests, identifying, investigating, and resolving escalated or complex problems in client accounts or company records.
  • Work closely with technology and systems teams to ensure system efficiency and incorporate necessary risk mitigations.
  • Train staff in technical tools, skills, and specific client support activities to maximize team contribution and ensure compliance with company policies and industry regulations.
  • Allocate and check the work of other team members and perform specific supervisory review and approval actions as needed.
  • Support the achievement of team objectives.


To be successful in this role, we9re seeking the following:
  • High school/secondary school or equivalent combination of education and experience is required; bachelor9s degree preferred.
  • 7+ years of technical and management experience preferred.
  • Experience in the securities or financial services industry is a plus.
  • Applicable local/regional licenses or certifications as required by the business.
  • People leadership: Demonstrated experience leading small- to medium-sized teams, providing work direction, training, quality review, and supervisory approvals.


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 life9s 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 assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee9s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an 4at will4 position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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