BNY · 4 weeks ago
Associate, Client Processing Representative II - Total Wealth Services Ops
600 Colonial Center Parkway, Lake Mary, FL, 32746, US
Full-time
Onsite
Senior Level
7+ years expBNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking an Associate, Client Processing Representative II to lead day-to-day operations of a client processing support team, act as a primary contact for clients, and manage updates to client accounts.
Financial Services
Responsibilities
Serve 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
Act as the primary point of contact for clients and assist in communicating needs and issues internally with operating areas and externally with clients
Participate in processing updates to client accounts and company records to ensure they are managed correctly and in a timely manner
Identify, investigate, and resolve escalated and/or complex problems in client accounts or company records, working closely with technology and systems teams to ensure system efficiency and risk mitigation
Qualification
Required
High school/secondary school diploma or equivalent combination of education and experience required
Applicable local/regional licenses or certifications as required by the business
Experience with Microsoft Office product suite
A desire to collaborate, problem solve and seek innovative ways to improve processes
Preferred
Bachelor's degree preferred
7 plus years of technical and management experience preferred
Experience in the securities or financial services industry is a plus
Benefits
Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time
Company
BNY
For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brian A. Ruane
CEO Government Securities Services & Global Client Management
Chris Kearns
CEO, Depositary Receipts
Recent News
PR Newswire
2024-11-01
Company data provided by crunchbase