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Specialist, Client Processing II at BNY in Pittsburgh, PA
Job Description
Specialist, Client Processing 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 Associate, Client Processing II to join our Wealth Management team. This role is located in Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:
- Approve cash/asset distributions as part of the overall account termination process.
- Conduct daily, weekly, and monthly reports in efforts to mitigate risk and monitor processing.
- Perform routine and non-routine client service and transactional support functions.
- Provide analytics and reporting services, working to improve and automate transaction processing systems.
- Advise organizational units/teams to ensure timely delivery of service or resolution of issues.
- Provide direction to lower-level service roles to ensure successful delivery of support or service.
- Process/approve account-related transactions per scheduled events or client authenticated direction.
- Answer inquiries and resolve problems or issues efficiently.
- Assess needs and suggest or promote alternative approaches to service models.
- Participate in straightforward product development, product enhancement, and system testing to ensure accurate and efficient processing of high-value transactions.
- Solve problems using in-depth system knowledge and integrate area expertise with industry standards to provide solutions to internal and external clients.
- Manage situations requiring adaptation of response or extensive research based on client needs.
- May allocate and check work of support team members and be responsible for supervisory review, training, and approval actions.
- Contribute to the achievement of team objectives.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and experience.
- 3-5 years of total work experience preferred.
- Experience in brokerage processing and/or cash transactions preferred.
- Applicable local/regional licenses or certifications as required by the business.
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.