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BNY

Safeguards and moves assets for investors

Client Processing Specialist 2 - Multiple Teams

Finance & BankingConfirmed live in the last 24 hours
Full-timePittsburgh, PA, USA$52k - $83k /yrIn-person

About the Job

Requirements

  • A bachelor's degree or an equivalent combination of education and experience is required.
  • Excellent critical-thinking and problem-solving skills, including the ability to analyze complex credit agreements and identify potential issues.
  • Strong attention to detail, including the ability to accurately review and verify loan documentation.
  • Basic knowledge of financial products, including loans, credit facilities, and securities.
  • Experience with loan-processing systems and software, and the ability to learn new systems quickly.
  • Strong communication and interpersonal skills, including the ability to collaborate with internal stakeholders and clients.

Responsibilities

  • Apply expertise and judgment to provide quality and complex client service and support to internal and external clients, including phone interaction, problem resolution, transaction processing, reconciliations and accounting services, and timely updates to client accounts.
  • Perform complex operational tasks in a product or functional area, 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 accurately and on time while understanding 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 a supervisor or senior professional when appropriate.
  • Review and check the work of other Client Processing Support staff, help resolve escalated issues, and potentially allocate and check the work of other team members.
  • Perform specific supervisory review and approval actions as required.
  • Ensure the quality and completion of assigned work.

Desired Qualifications

  • Three to five-plus years of total work experience.

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

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