Associate, Client Processing I - Total Wealth Services Ops jobs in United States
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BNY · 1 day ago

Associate, Client Processing I - Total Wealth Services Ops

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Associate, Client Processing I role involves performing client service and transactional support functions while ensuring timely delivery of services and issue resolution.

Financial Services

Responsibilities

Perform routine and non-routine client service and transactional support functions
Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
Process account related transactions per scheduled events/client authenticated direction
Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues

Qualification

Securities industry experienceAutomation toolsAI toolsMicrosoft OfficeLocal/regional licensesBachelor's degreeClient service skillsResearch skills

Required

Bachelor's degree or the equivalent combination of education and experience is required
0-3 years of total work experience is preferred
Experience in the securities or financial services industry is a plus
Applicable local/regional licenses or certifications as required by the business
Solid understanding and hands-on use of automation and AI tools
Experience using Microsoft Office

Benefits

Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources
Tools for your life’s journey
Paid leaves
Paid volunteer time

Company

We help make money work for the world — managing it, moving it and keeping it safe.

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