Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Specialist, Client Processing Representative II

BNY

We're seeking a future team member for the role of Specialist, Client Processing 2 to join our Transaction Processing team for our Conventional Trust Platform . This role is located in Pittsburgh, PA

In this role, you'll make an impact in the following ways:

  • Apply expertise and judgement in providing quality and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner.
  • Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation.
  • Conduct complex, manual processing of updates to client accounts or company records and perform reconciliations such as cash breaks and position differences.
  • Serve as the primary point of contact for clients, executing all correspondent requisites timely and accurately with an understanding of the underlying business and specific client needs.
  • 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 system efficiency and risk mitigation.
  • Provide product knowledge and technical assistance, determining when complex problems should be escalated to a supervisor or senior professional.
  • Review and check work of other Client Processing Support staff, help resolve escalated issues, and may allocate and check work of other team members.
  • Responsible for specific supervisory review and approval actions as required.
  • Ensure the quality and completion of own work.

To be successful in this role, we're seeking the following:

  • Bachelors degree or the equivalent combination of education and experience is required.
  • 3-5 plus years of total work experience is preferred.
  • Excellent critical thinking and problem-solving skills, with ability to analyze complex credit agreements and identify potential issues
  • Strong attention to detail, with ability to accurately review and verify loan documentation
  • Basic knowledge of financial products, including loans, credit facilities, and securities
  • Experience with loan processing systems and software, and ability to learn new systems quickly
  • Strong communication and interpersonal skills, with ability to collaborate with internal stakeholders and clients

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.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Specialist, Client Processing Representative II in Pittsburgh, PA vacancy
  •  ...Apply expertise and judgement in providing quality and complex client service and support to internal and external clients on a daily...  ..., including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and... 
    Suggested
    Full time
    Work experience placement
    Flexible hours
    Shift work

    BNY

    Pittsburgh, PA
    4 days ago
  • Specialist, Client Processing IIAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global...  ...team member for the role of Specialist, Client Processing II to join our Wealth Management team. This role is located in... 
    Suggested
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Pittsburgh, PA
    5 days ago
  •  ...Job Description Specialist, Client Processing II, BTS Operations - BNY A.M.P. Operations - Global Payments and Trade Platform We're seeking a future team member for the role of Specialist, Client Processing II, BTS Operations - BNY A.M.P. (Banking as a Service... 
    Suggested
    Work at office
    Flexible hours

    BNY Mellon

    Pittsburgh, PA
    5 days ago
  •  ...Specialist, Client Processing II 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... 
    Suggested
    Work experience placement
    Worldwide
    Flexible hours

    BNY

    Pittsburgh, PA
    4 days ago
  • $52k - $83k

     ...Specialist, Onboarding/Transitions/Conversions/KYC/Representative II At BNY, our culture allows us to run our company better...  ...technologies to collaborate with clients, driving transformative...  ...escalation during the profile renewal process. Amends client profiles... 
    Suggested
    Full time
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    BNY Mellon

    Pittsburgh, PA
    5 days ago
  •  ...seeking a future team member for the role of Specialist II, Corporate Trust Transaction Management...  ...in the following ways: Facilitate client onboarding activities and associated responsibilities...  ...requirements during the onboarding process.Identify opportunities to improve... 
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Pittsburgh, PA
    1 day ago
  • Specialist, Corporate Actions IIAt BNY, our culture allows us to run...  ...technologies to collaborate with clients, driving transformative...  ...Specialist, Corporate Actions II to join our Integrated Middle...  ...senior staff, responsible for processing basic mandatory and voluntary... 
    Work experience placement
    Work at office
    Local area
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Pittsburgh, PA
    5 days ago
  •  ...a future team member for the role of Specialist, Ops Control II to join our Wealth Reconciliations team...  ...junior employees on reconciliation processes, controls, and best practicesPrepare...  ...breakthrough technologies to collaborate with clients, driving transformative solutions... 
    Work experience placement
    Internship
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Pittsburgh, PA
    2 days ago
  •  ...future team member for the role Specialist, Infrastructure Operations Analyst II to join our TECHNOLOGY SERVICES GROUP...  ...scalable and reliable batch processing solutionsMaintain batch applications...  ...technologies to collaborate with clients, driving transformative solutions... 
    Work at office
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Pittsburgh, PA
    4 days ago
  •  ...information systems. The Project Controls Specialist II reports on cost controls and schedules...  ...are filed appropriately and work processes are used according to project procedures...  ...targets.Develop and produce reports for client and project management (PM) staff to monitor... 
    Full time
    For contractors

    HNTB Companies

    Pittsburgh, PA
    3 days ago
  •  ...Specialist Client Service II We're seeking a future team member for the role of Specialist Client...  ...reviews, managing daily overdrafts, processing mail deposits, closing accounts, and...  ...related to BNY products and services representing a limited number of lines of business... 
    Work experience placement
    Flexible hours

    BNY

    Pittsburgh, PA
    5 days ago
  • We’re seeking a future team member for the role of Specialist, Client Data Insights to join our Client Service team. This role is located in...  ...is a plus.Interest in client experience, service analytics, process improvement, and data-driven decision making.At BNY, our... 
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Pittsburgh, PA
    2 days ago
  • Senior Associate, Cash Processing/Funds TransferAt BNY, our culture allows us to run our company better and enables employees’ growth and...  ...-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... 
    Work experience placement
    Work at office
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Pittsburgh, PA
    3 days ago
  •  ...Specialist, Client Operations Representative We're seeking a future team member for the role of Specialist, Client Operations Representative to join...  ...expectations. Coordinate and oversee operational processes related to client transactions and reporting, ensuring... 
    Flexible hours

    BNY

    Pittsburgh, PA
    4 days ago
  •  ...Charge Processing Specialist UPMC Community Medicine Incorporated is hiring a part-time Charge Processing Specialist for Steel City Internal Medicine located in the Passavant Professional Building. This position will work Monday-Thursday 9 a.m. to 3 p.m. Purpose:... 
    Part time
    Work experience placement
    Work at office

    UPMC

    Pittsburgh, PA
    5 days ago
  •  ...Specialist, Client Processing 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... 
    Work experience placement
    Worldwide
    Flexible hours

    BNY

    Pittsburgh, PA
    4 days ago
  • We’re seeking a future team member for the role of Senior Specialist, Client Processing Team Lead to join our Corporate Trust team. This role is located in PittsburghIn this role, you’ll make an impact in the following ways: Own the end-to-end Trade processing until settlement... 
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Pittsburgh, PA
    4 days ago
  •  ...appropriate department/person of person's arrival performing appropriate check-in and check-out functions. Assist with inpatient billing process. Assist physicians with transcription and dictation issues/concerns, and review process for accuracy. Process medical records... 
    Work experience placement
    Work at office
    Weekend work
    Afternoon shift

    UPMC

    Pittsburgh, PA
    5 days ago
  •  ...Central Sterile Processing AssociateLaunch your healthcare career with purpose at UPMC St. Margaret Hospital. As a Central Sterile Processing Associate, you'll be an essential member of the surgical team, responsible for preparing and sterilizing the instruments that... 
    Immediate start
    All shifts
    Monday to Friday
    Shift work
    Weekend work

    UPMC

    Pittsburgh, PA
    2 days ago
  •  ...UPMC Presbyterian is Now Hiring Central Sterile Processing Associates All Shifts Available! Are you detail-oriented, dependable, and ready to play a vital role in patient careeven if you're not in the operating room? UPMC Presbyterian is seeking Central Sterile Processing... 
    Immediate start
    Relocation package
    All shifts
    Shift work
    Night shift
    Afternoon shift

    UPMC

    Pittsburgh, PA
    2 days ago
  •  ...Launch your healthcare career with purpose at UPMC St. Margaret Hospital. As a Central Sterile Processing Associate, you'll be an essential member of the surgical team, responsible for preparing and sterilizing the instruments that support life-changing procedures. With... 
    Immediate start
    All shifts
    Monday to Friday
    Shift work
    Weekend work

    UPMC Senior Communities

    Pittsburgh, PA
    5 days ago
  •  ...Sales Development Representative PLEASE NOTE THIS JOB REPORTS TO OUR PITTSBURGH PA OFFICE: ONLY LOCAL CANDIDATES WILL BE CONSIDERED....  ...meeting with an Account Executive Utilize established sales processes, maintaining set sales standards at the highest level Serve... 
    Work at office
    Local area

    Net Health

    Pittsburgh, PA
    1 day ago
  • $20 per hour

     ...Education: HS Graduate/GED Delta-T Group's client has an urgent need of Certified Recovery Specialists in Mt. Oliver, PA * Utilize personal experience...  ...agencies for behavioral-health. * Compensation processed weekly. * Ability to grow professionally. * Access... 
    Hourly pay
    Long term contract
    Contract work
    Temporary work
    For contractors
    Self employment
    Work at office
    Weekend work
    Afternoon shift

    Delta-T Group Inc.

    Mount Oliver, PA
    more than 2 months ago
  •  ...sterilizing, and distributing surgical instruments and equipment. This role ensures that surgical instrumentation and equipment is properly processed and available for use in procedural and patient care areas, adhering to established policies, procedures, and regulatory standards... 
    For contractors
    Local area

    Highmark Health

    Pittsburgh, PA
    3 days ago
  • "Fund/Client Accounting - IC3Conducts accounting services on behalf of assigned clients...  ..., targeting efficiencies, enhancing processes and specialist review functions. Provides input into...  ...the best global team ? one that is representative and inclusive of the diverse talent,... 
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Pittsburgh, PA
    5 days ago
  •  ...hospital organizationSound problem-solving skills; ability to quickly process complex information and present it clearly and simply during...  ...transformation efforts with clientsComfortable traveling to client sites, up to 60-70% of time travelingWHO YOU'LL WORK... 
    Apprenticeship
    Easy work

    McKinsey & Company

    Pittsburgh, PA
    3 days ago
  •  ...direct guidance, assists with the completion of numerous credit processing and assessment activities, including credit analysis,...  ...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... 
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Pittsburgh, PA
    1 day ago
  • $42.68k

     ...Family Specialist The Early Learning Resource Center Hourly Rate: $20.52 Job Definition...  ...of a childcare provider and manage the process for enrollment. This work requires a...  .... Demonstrate ability to listen to clients’ queries patiently and promptly respond... 
    Hourly pay
    Full time
    Work at office

    Community Family Advocates

    Pittsburgh, PA
    4 days ago
  •  ...on the ground with senior hospital leadershipSound ability to process complex clinical and financial information and present it clearly...  ...across a hospital organizationComfortable traveling to client sites, typically 70-80% of the timeWHO YOU'LL WORK WITHDriving... 
    Apprenticeship
    Work at office
    Easy work

    McKinsey & Company

    Pittsburgh, PA
    2 days ago
  •  ...optimization is a plusStrong problem-solving skills with the ability to process complex informationHigh level of entrepreneurship,...  ...WITHDriving lasting impact and building long-term capabilities with our clients is not easy work. You are the kind of person who thrives in a... 
    Apprenticeship
    Worldwide
    Easy work

    McKinsey & Company

    Pittsburgh, PA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Specialist, Client Processing Representative II. Be the first to apply!