BNY · 1 month 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 and act as the primary contact for mutual fund clients, ensuring efficient processing of client accounts and resolution of complex issues.
Financial Services
Responsibilities
Have the opportunity to 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 our mutual fund 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 fund 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
Solid understanding and hands-on use of automation and AI tools
Experience using Microsoft Office
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
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