Representative, Client Processing

Bn'Y - Pittsburgh, PA

Full-time - Entry Level

Pittsburgh, PA

10,001+ employees

Real Estate

About the position

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. In this role, you'll make an impact by providing quality client service and support to internal clients and occasionally external clients on a daily basis. This includes phone interaction, problem resolution, and account transaction processing in a timely manner. Under direct supervision, you will perform routine operational tasks in a product or functional area, processing updates to client accounts or company records and ensuring that data is feeding into the right system. You will enter data, keying information from checks, interpreting payee information, and transcribing it into the online system. Additionally, you will begin monitoring exceptions, respond to client inquiries, and escalate non-standard issues to a Team Lead. Investigating and correcting errors in company records and client accounts will also be part of your responsibilities, along with accurately opening and updating accounts or company records.

Responsibilities

• Provides quality client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, and account transaction processing.
• Performs routine operational tasks in a product or functional area under direct supervision.
• Processes updates to client accounts or company records and ensures that data is feeding into the right system.
• Enters data, keying information from checks, interpreting payee information, and transcribing it into the online system.
• Begins monitoring exceptions and responds to client inquiries, escalating non-standard issues to a Team Lead.
• Investigates and corrects errors in company records and client accounts.
• Accurately opens and updates accounts or company records.

Requirements

• High school/secondary school or the equivalent combination of education and experience is required.
• Bachelor's degree preferred.
• 2-3 years of total work experience preferred.

Benefits

• Highly competitive compensation
• Benefits and wellbeing programs
• Access to flexible global resources and tools
• Generous paid leaves including paid volunteer time