Senior Associate, Client Processing Team Lead jobs in United States
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BNY · 1 month ago

Senior Associate, Client Processing Team Lead

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Senior Associate, Client Processing Team Lead will supervise and manage a client processing support team, ensuring efficient operations and high-quality client service while utilizing advanced technologies to enhance processes.

Financial Services

Responsibilities

Supervise and manage the day-to-day operations of a small- to medium-sized client processing support team handling all aspects of client accounts, including solicitation, inquiries, and problem resolution
Manage the daily transactional workflow within the team and align team resources accordingly to complete daily tasks
Serve as first line supervisor for assignment of tasks and resolution of issues, acting as the team’s initial point of contact for escalated issues
Direct, motivate, and develop staff to maximize individual contributions, professional growth, and effective teamwork
Use systemic data to highlight, prioritize & implement to reduce manual touch points and find efficiencies in our processes
Lead initiatives within the to improve our Service Delivery group to develop processes & improve our client service
Handle client escalations/Issues to manage expectations and resolve issues in a timely manner
Work with management to co-ordinate, upskill and determine resourcing requirements to ensure group is working as efficiently as possible
Prioritize own daily workload along side project work to ensure we manage client’s expectations but also improve our responses/automation
Utilize & demonstrate the skills to use available digital tools & AI to enhance the user experience for our processes

Qualification

Client processing managementTeam leadershipFinancial services experiencePerformance reviewsProblem resolutionData analysisDigital tools proficiencyCommunication skills

Required

Associate's degree in a related discipline or equivalent combination of education and experience is required
Experience supervising/managing a small client processing team, including performance reviews, recruiting participation, and supervisory review and approval actions

Preferred

Bachelor's 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

Benefits

Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time

Company

For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase