Specialist, Client Processing Representative

About the role

We are seeking a Specialist, Client Processing to join our team in Lake Mary, Florida. This role involves providing quality, complex client service and support, performing operational tasks, serving as the primary point of contact for clients, and maintaining correspondent accounts in compliance with regulations.

Responsibilities

• Provide quality, complex client service and support, including phone interaction, problem resolution, transaction processing (STP and manual), reconciliations, accounting services, and timely updates to client accounts.
• Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation, and manual processing of updates to client accounts or company records.
• Serve as the primary point of contact for clients, executing all correspondent requisites accurately and timely, with an understanding of the underlying business and specific client needs.
• Maintain correspondent accounts in compliance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.

Requirements

• A high school/secondary school diploma or equivalent combination of education and experience required.
• A bachelor’s degree preferred.
• 5-7 years of total work experience preferred.
• Experience in brokerage processing preferred.

Qualifications

• Applicable local/regional licenses or certifications as required by the business.

Skills

• Expertise and judgement in providing quality, complex client service and support.
• Ability to perform complex operational tasks independently.
• Strong communication and interpersonal skills.
• Understanding of regulatory requirements and policies.

Benefits

At BNY, we offer highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

Pay

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Schedule

This role location is Lake Mary, Florida. There is a 4-day in-office expectation.

Company Information

BNY is a leading global financial services company at the heart of the global financial system, influencing nearly 20% of the world’s investible assets. We are recognized as a top destination for innovators and are committed to empowering our team to do their best work. We support wellbeing and a balanced life, offering a range of family-friendly, inclusive employment policies and employee forums. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.