Associate, Client Processing II

Associate, 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 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 and champions of inclusion, 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.

As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

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 Pittsburgh, PA.

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

• Reviews internal / external fiduciary documentation to provide oversight on overall termination process.
• Completes asset allocations and cash reconciliations as needed to calculation complex trust distributions
• 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 :

At BNY, our culture speaks for itself, check out the latest BNY news at :

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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.