Full-Time
Loan Operations Client Processing Representative I
Posted on 7/4/2025
BNY
Asset management and financial advisory services
No salary listed
Mid, Senior
Pittsburgh, PA, USA
Hybrid
Hybrid schedule with some in-office presence required.
- High school/secondary school or the equivalent combination of education and experience is required.
- Bachelors degree preferred
- 5-7 years of total work experience preferred.
- Experience in the financial services industry is preferred.
- Performs 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.
- Bachelors degree preferred
- 5-7 years of total work experience preferred.
- Experience in the financial services industry is preferred.
BNY Wealth offers a variety of asset management solutions aimed at enhancing the financial lifecycles of its clients, which include individual investors, corporations, and institutions. The company operates in the global financial market and generates revenue through asset management fees, financial advisory services, and transaction-based income. With a large workforce of over 50,000 employees, BNY Wealth emphasizes strong client relationships and community impact. It provides early career opportunities through Analyst and Internship Programs, helping individuals grow in different areas of financial services. BNY Wealth focuses on understanding global and domestic economic factors, such as inflation and growth, to uncover investment opportunities across various asset classes. The company is committed to inclusion, sustainability, and innovation in its operations and client interactions.
Company Size
N/A
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
1784
Simplify's Take
What believers are saying
- Growing demand for AI-driven financial services presents new opportunities for BNY Wealth.
- Real-time payment capabilities can enhance BNY's transaction-based income and efficiency.
- Outsourcing trading operations expands BNY's service offerings and potential revenue.
What critics are saying
- AI-powered platforms may disrupt traditional financial advisory services offered by BNY.
- Key personnel departures could impact client relationships and distribution strategies.
- Operational risks arise from managing complex global trading solutions for clients.
What makes BNY unique
- BNY Wealth offers comprehensive asset management solutions for diverse global clients.
- The company focuses on optimizing clients' financial lifecycles through strategic advisory services.
- BNY Wealth is committed to inclusion, sustainability, and innovation in its operations.
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Benefits
Health Insurance
Paid Vacation
Flexible Work Hours
Remote Work Options
Unlimited Paid Time Off
Company News
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Liontrust, the specialist active asset manager, has expanded its relationship with BNY, a global financial services company, by announcing the outsourcing of its trading for investment funds and institutional accounts to BNY’s Buy-Side Trading Solutions group.Liontrust’s UK-based traders have joined BNY, ensuring continuity of service for its investment teams and clients. The outsourcing of trading to BNY will provide Liontrust with access to a global network of brokers and venues, allowing the firm to respond to market developments in real-time and extend its capabilities beyond UK trading hours. Liontrust can now leverage BNY’s global trading solutions, which reach 100 global markets across all major asset classes, including a wide range of fixed income and derivative products.John Ions, Chief Executive Officer of Liontrust, commented: “This is a strategic relationship that advances Liontrust’s competitive position by leveraging BNY’s strengths. BNY has extensive global trading capabilities that will provide sophisticated execution, operational efficiency and economies of scale for Liontrust and our clients.“Trading for asset managers has changed significantly over the past few years with the increasing use of automation and technological developments. While this presents opportunities for greater efficiency and returns, it also requires careful management of the associated risks and a significant investment in technology to compete. Our collaboration with BNY will enable Liontrust to achieve this.”Liontrust will benefit from BNY’s advanced technology and data analysis capabilities, providing additional tools and market insights to support informed decision-making and improved execution