Full-Time

Associate – Client Processing 1

Posted on 8/22/2025

BNY

BNY

Global asset management and financial advisory

No salary listed

Houston, TX, USA + 1 more

More locations: Pittsburgh, PA, USA

In Person

Category
Finance & Banking (1)
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree or the equivalent combination of education and experience
  • 0-3 years of total work experience preferred
  • Excellent communication and writing abilities
  • Demonstrated ability to prepare transmission files and coordinate with cross-functional groups
  • Attention to detail
  • Problem solving, critical thinking, time management and communication
  • Ability to self-manage, prioritize, and execute workload
  • Prior experience with Microsoft Office applications, especially Excel
  • We are looking for an individual that possesses these skills or the willingness to learn our processes. We are also interested in individuals who are looking to grow as our department is growing and changing every year.
Responsibilities
  • 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.
  • Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data.
  • 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 objectives

BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.

Company Size

N/A

Company Stage

Post IPO Equity

Headquarters

New York City, New York

Founded

1784

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Simplify's Take

What believers are saying

  • Evergreen funds adoption hits 47% in 2026, boosting BNY's private market liquidity.
  • Ripple selects BNY Mellon to custody RLUSD reserves, expanding digital asset revenue.
  • Liontrust outsources trading to BNY's solutions across 100 global markets.

What critics are saying

  • BNY closes Poole office, cutting 200 UK jobs and sparking talent exodus.
  • Cork office shutdown eliminates 1,000 Ireland positions, disrupting European services.
  • Ripple crypto custody invites SEC crackdown, triggering client withdrawals within 6-12 months.

What makes BNY unique

  • BNY Wealth integrates Active Wealth framework across investing, taxes, and estate planning.
  • BNY provides multi-generational family office services for complex holdings management.
  • BNY offers global custody and tailored lending for high-net-worth individuals.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Remote Work Options

Unlimited Paid Time Off

Company News

Bournemouth Echo
Sep 21st, 2025
Bank of New York to close Poole office, affecting 200 jobs

Bank of New York to close Poole office, affecting 200 jobs.

Cork's 96FM
Sep 16th, 2025
US finance house to close Cork office

The American financial services firm BNY Mellon, which employs over 1,000 people in Ireland, is to close its office in Cork.

PR Newswire
Sep 3rd, 2025
BNY Announces Pricing of Public Offering of $500,000,000 of Depositary Shares Representing Interests in Preferred Stock

/PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, today announced that it priced an underwritten...

Funds Global Asia
Aug 26th, 2025
AllianceBernstein names CEO and country head for India

AllianceBernstein has appointed Pawan Panjwani as chief executive officer and country head of India, effective immediately.

CoinGape
Jul 9th, 2025
Ripple Taps $2 Trillion AUM BNY Mellon for Custody of RLUSD Reserves

Ripple has partnered with BNY Mellon, a global financial institution managing over $2 trillion in assets, to serve as the primary custodian for RLUSD reserves.

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