BNY Wealth Newport Beach CA

Specialist, Client Processing

Full-time · Pittsburgh, PA
✓ Verified live on the employer's own system · added 6 days ago
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Mid-level · 3+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 3+ years

Skills & tools

OperationsCustomer Service

Benefits — mentioned in this posting

Wellness & perksPaid time off
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Full job description

We're seeking a future team member for the role of Specialist, Client Processing to join our team . This role is located in Pittsburgh.

We're seeking a future team member for the role of Specialist, Client Processing to join our Loans Enablement Operations team. This role is located in Pittsburgh.

- 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

- Bachelor's degree or the equivalent combination of education and experience is required - 0-3 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, check out the latest BNY news at:

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.

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.