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BNY · 3 weeks ago

Senior Associate, Client Processing Team Lead

Pittsburgh, PA

Full-time

Onsite

Senior Level

7+ years exp

BNY is a leading global financial services company that influences a significant portion of the world’s investible assets. They are seeking a Senior Associate, Client Processing Team Lead to supervise the operations of a client processing support team, manage daily workflows, and enhance client service through process improvements and the use of digital tools and AI.

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 managementFinancial services experienceTeam leadershipPerformance reviewsDigital tools proficiencyProblem resolutionStaff developmentClient escalations management

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

Applicable local/regional licenses or certifications as required by the business