Specialist, Client Processing Representative I

About the role

We are seeking an Associate Client Processing Representative I to join our team in Boston, MA. This role involves providing high-quality client service and support, performing complex operational tasks, and maintaining correspondent accounts.

Responsibilities

• Provide quality and complex client service and support, including phone interaction, problem resolution, transaction processing (STP, manual), reconciliations, and accounting services.
• Perform complex operational tasks, including independent analysis and policy interpretation.
• Conduct complex, manual processing of updates to client accounts or company records and perform reconciliations such as cash breaks and position differences.
• Serve as the primary point of contact for clients, executing all correspondent requisites timely and accurately with an understanding of the underlying business and specific client needs.
• Maintain correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
• Identify, investigate, and resolve problems in client accounts or company records, working closely with technology and systems teams to ensure system efficiency and risk mitigation.
• Provide product knowledge and technical assistance, escalating complex problems to supervisors or senior professionals as appropriate.
• Review and check work of other Client Processing Support staff, help resolve escalated issues, and may allocate and check work of other team members.
• Ensure the quality and completion of own work.

Requirements

• A high school/secondary school diploma or equivalent combination of education and experience is required.
• A bachelor’s degree is preferred.
• At least 5-7 years of total work experience is preferred.
• Experience in brokerage processing is preferred.
• Applicable local/regional licenses or certifications as required by the business.

Qualifications

• High school/secondary school diploma or the equivalent combination of education and experience is required.
• Bachelor’s degree preferred.
• 5-7 years of total work experience preferred.
• Experience in brokerage processing preferred.
• Applicable local/regional licenses or certifications as required by the business.

Skills

• Expertise and judgement in providing quality and complex client service and support.
• Ability to perform complex operational tasks independently.
• Proficiency in conducting complex, manual processing of updates to client accounts or company records and performing reconciliations.
• Strong communication and problem-solving skills.
• Ability to identify, investigate, and resolve problems in client accounts or company records.
• Knowledge of relevant products and technical assistance.
• Ability to review and check work of other team members.

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. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

Pay

The base salary for this position is expected to be between $52,000 and $85,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

Schedule

This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

About the Team

Global Operations is a client-service-driven organization whose talented and engaged team is dedicated to providing the most competitive services with the highest standards of ethics, quality, and efficiency to our clients worldwide.