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Specialist, Client Processing I at BNY in Toronto, Ontario, CA
Job Description
Specialist, Client Reporting/Performance II
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 #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Specialist, Client Reporting/Performance II to join our Client Reporting team. This role is located in Canada.
In this role, you’ll make an impact in the following ways:
Client Processing - IC1Performs routine and non-routine client service and transactional support functions.
Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
Processes account related transactions per scheduled events/client authenticated direction. Following established procedures, answers inquiries, and resolves problems or issues.
Manages situations which may require adaptation of response or extensive research according to client response.
Escalates more complex situations to senior colleagues.Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
Performs complex operational tasks in a product or functional area. May be responsible for allocating and checking work of team members. May be responsible for specific supervisory review and approval actions.
Contributes to the achievement of team objectivesBachelors degree or the equivalent combination of education and experience is required.
To be successful in this role, we’re seeking the following:
0-3 years of total work experience is preferred.
Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business..
BNY is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
At BNY, our culture speaks for itself, check out the latest BNY news at:
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers 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.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.