Associate, Client Processing II - BNY Mellon

Overview

Associate, Client Processing II  

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, 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.

We’re seeking a future team member for the role of Associate, Client Processing II to join our Wealth Management team. This role is located in Boston, MA.

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

• Performs routine and non-routine client service and transactional support functions. 
• Provides analytics and reporting services, working to improve and automate transaction processing systems. 
• Advises organizational units/teams to ensure timely delivery of service, or resolution of issue. 
• Provides direction to lower-level service roles in the successful delivery of support or service.
• Processes account related transactions per scheduled events/client authenticated direction. 
• Answers inquiries and resolves problems or issues. 
• Assesses needs and suggests/promotes alternative approaches to service models.
• Participates in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions. 
• Solves problems based on an understanding and knowledge of the intricacies of the system. 
• Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients. 
• Manages situations which may require adaptation of response or extensive research according to internal or external client response.
• May be responsible for allocating and checking work of support team members. 
• May be responsible for specific supervisory review, training, and approval actions.
• Contributes to the achievement of team objectives.
  To be successful in this role, we’re seeking the following: 
• Bachelor’s degree or the equivalent combination of education and experience is required.3-5 years of total work experience is preferred. 
• Experience in brokerage processing is preferred. 
• Applicable local/regional licenses or certifications as required by the business.

At BNY, our culture speaks for itself. Here’s a few of our awards: 

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards: 

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

EEO Statement:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.