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BNY · 3 months ago

Associate, Client Processing Representative II

601 Travis Street, Houston, TX, 77002, US

Full-time

Onsite

Mid, Senior Level

7+ years exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Associate, Client Processing Representative II will lead a client processing support team, serve as a primary contact for clients, and handle complex inquiries while ensuring efficient operations.

Financial Services

Responsibilities

Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters

Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients

Participates in processing update to client accounts and company records to ensure they are managed correctly and in a timely manner

Provides support to business and technology managers

Handles complex client inquiries and requests

Identifies, investigates and resolves escalated and/or complex problems in client accounts or company records

Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations

Trains staff in technical tools and skills as well as specific internal or external client support activities to maximize their contribution to the team and ensure compliance with company policies and industry regulations

May be responsible for allocating and checking work of other team members

May be responsible for specific supervisory review and approval actions

Supports the achievement of team objectives

Qualification

Client ServiceExcelTechnical AssistanceFinancial Services ExperienceMulti-taskingCorporate TrustFinance/Accounting BackgroundCLO/CDO/SOLVAS BackgroundAttention to Detail