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BNY

Safeguards and moves assets for investors

Senior Specialist - Client Processing

Finance & BankingConfirmed live in the last 24 hours
Full-timePittsburgh, PA, USA$59k - $99kIn-person

About the Job

Requirements

  • A bachelor's degree in Finance, Business, or a related field is required.
  • Typically 5–7 years of experience is required.
  • Organizational skills to ensure the team is adequately trained and has coverage for all tasks.
  • Analytical and problem-solving abilities to handle complex operational scenarios and team escalations.
  • Communication and interpersonal skills to collaborate across teams, solve operational issues, and initiate process improvements.
  • Ability to leverage technology for process improvements.
  • Familiarity with technical applications including Microsoft Office applications, Loan IQ, AFS, and AIM.

Responsibilities

  • Perform routine and non-routine On Balance Sheet Loan Operations functions.
  • Interact with other organizational units and teams to ensure timely service delivery or issue resolution.
  • Process account-related transactions according to scheduled events or authenticated client direction.
  • Adapt responses or conduct extensive research based on client responses, escalating more complex situations to senior colleagues.
  • Ensure the team is trained on daily tasks, coverage is adequate for volume and staffing fluctuations, and work is completed on time and within quality standards.

Desired Qualifications

  • Three or more years of loan operations experience is preferred.
  • Leadership experience is preferred.

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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