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Specialist, Client Processing Representative

Remote, USA Full-time Posted 2026-06-13

BNY is a leading global financial services company that influences a significant portion of the world’s investible assets. They are seeking a Specialist, Client Processing Representative to manage client transactions, ensure accuracy, and enhance client satisfaction while upholding BNY's strategic pillars.


Responsibilities

  • Execute client transactions efficiently and accurately, maintaining a high standard of service by demonstrating expertise in client processing
  • Resolve client inquiries and issues promptly, ensuring client satisfaction and adherence to BNY's service standards
  • Collaborate with internal teams to ensure seamless transaction processing, fostering a culture of teamwork and continuous improvement
  • Analyze transaction data to identify trends and opportunities for process optimization, contributing to operational excellence
  • Maintain up-to-date knowledge of industry regulations and BNY policies to ensure compliance in all client interactions
  • Support initiatives aimed at enhancing the client experience, aligning with BNY's focus on innovation and client trust

Skills

  • 0-5 years of experience
  • Strong analytical skills with the ability to interpret transaction data and identify improvement opportunities
  • Excellent communication skills for effective client interaction and resolution of inquiries
  • Detail-oriented with a focus on accuracy in transaction processing and compliance with standards
  • Bachelor's degree in Finance, Business Administration, or a related field preferred
  • Experience in brokerage processing preferred

Benefits

  • Highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy
  • Access to flexible global resources and tools for your life’s journey
  • Generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter
  • Commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs

Company Overview

  • BNY is a leading global financial services company overseeing more than $50 trillion in assets — managing it, moving it and keeping it safe. It was founded in 1784, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.bny.com.

  • Company H1B Sponsorship

  • BNY has a track record of offering H1B sponsorships, with 28 in 2026, 158 in 2025, 153 in 2024, 158 in 2023, 156 in 2022, 169 in 2021, 184 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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