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BNY · 13 hours 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 exp

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The role of Associate, Client Processing Representative II involves leading a client processing support team, serving as the primary point of contact for clients, and resolving complex issues in 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

Client processing experienceTechnical management experienceSecurities industry experienceAutomation tools proficiencyMicrosoft OfficeCommunication skillsProblem-solving skills