Hybrid Associate, Client Processing I – Total Wealth Services Ops

Posted 33 minutes ago

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About the role

  • Associate supporting client services within BNY's Wealth Operations team, processing client account transactions and providing transactional support. Collaborating with teams for issue resolution and service delivery.

Responsibilities

  • Perform routine and non-routine client service and transactional support functions
  • Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
  • Process account related transactions per scheduled events/client authenticated direction
  • Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues

Requirements

  • Bachelor’s degree or the equivalent combination of education and experience is required
  • 0-3 years of total work experience is preferred
  • Experience in the securities or financial services industry is a plus
  • Applicable local/regional licenses or certifications as required by the business
  • Solid understanding and hands-on use of automation and AI tools
  • Experience using Microsoft Office

Benefits

  • 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
  • generous paid leaves, including paid volunteer time

Job title

Associate, Client Processing I – Total Wealth Services Ops

Job type

Experience level

JuniorMid level

Salary

$52,000 - $65,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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