Associate, Client Processing Representative II

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About the position

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, 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. We’re seeking a future team member for the role of Vice President, Client Processing Manager to join our Fund Order Processing team. This role is in [Lake Mary, Florida] - 4 day in office expectation.

Responsibilities

  • Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters.
  • Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients. Participates in processing update to client accounts and company records to ensure they are managed correctly and in a timely manner.
  • Provides support to business and technology managers. Handles complex client inquiries and requests. Identifies, investigates and resolves escalated and/or complex problems in client accounts or company records.
  • Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations.

Requirements

  • Bachelor’s degree in Business, Finance, or related field required.
  • Typically 3+ years of experience in transaction processing or related field within financial services.
  • Strong leadership and team management abilities.
  • Excellent problem-solving and analytical skills.
  • Effective communication and collaboration skills across diverse teams.

Benefits

  • highly competitive compensation
  • benefits
  • wellbeing programs
  • flexible global resources and tools
  • generous paid leaves
  • paid volunteer time
  • 401(k) plan
  • medical insurance
  • dental insurance
  • vision insurance
  • basic life insurance
  • various paid time off benefits
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