Associate - Client Processing Representative 1

Associate, Client Processing Representative I

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 and champions of inclusion, 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.

As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We’re seeking a future team member for the role of Associate, Client Processing Representative I 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: 

• Having a strong attention to detail
• Providing quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.
• Performs complex operational tasks in a product or functional area. Conducts independent analysis and policy interpretation. 
• Performs complex, manual processing of updates to client accounts or company records. Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data. 
• Maintains client accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
• Identifies, investigates and resolves problems in client accounts or company records. 
• Provides product knowledge and technical assistance, determining when the more complex problems should be referred to a supervisor or senior professional.
• Review and check work of other Client Processing Support staff and help resolve escalated issues. 
• May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review and approval actions.
• Responsible for the quality and completion of own work.

To be successful in this role, we’re seeking the following: 

• High school/secondary school or the equivalent combination of education and experience is required. 
• Bachelor’s degree preferred. 
• 5-7 years of total work experience preferred. 
• Experience in real estate servicing 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:

BNY Newsroom

BNY LinkedIn 

 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.