Client Service Associate
24 hours ago
Job Summary
We are seeking a highly skilled Client Service Associate to join our team at BNY. In this role, you will provide quality and complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing, reconciliations, and accounting services.
Key Responsibilities
- Apply expertise and judgment in providing quality and complex client service and support to internal and external clients daily.
- Perform complex operational tasks in a product or functional area, including reconciliations, cash breaks, position differences, and gathering and compiling data.
- Serve as the primary point of contact for clients and execute all correspondent requisites in a timely and accurate manner.
- 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 the system is efficient and incorporates any necessary risk mitigations.
- Provide product knowledge and technical assistance, determining when more complex problems should be referred to a supervisor or senior professional.
- Review and check the work of other Client Processing Support staff and help resolve escalated issues, allocating and checking work of other team members as needed.
Requirements
- Bachelor's degree preferred.
- 3-5 years of total work experience preferred, with experience in brokerage processing a plus.
- Applicable local/regional licenses or certifications as required by the business.
About BNY
At BNY, our culture empowers you to grow and succeed. We are a leading global financial services company at the center of the world's financial system, touching nearly 20% of the world's investible assets. Our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
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