BNY Wealth Newport Beach CA

Senior Specialist, CLO Client Operations

Full-time · Pittsburgh, PA
✓ Verified live on the employer's own system · added 65 days ago
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Mid-level · 5+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 5+ years

Skills & tools

OperationsCustomer ServiceData AnalysisManagementMS OfficeExcelProject Management
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Full job description

We’re seeking a future team member for the role of Senior Specialist, CLO Client Operations to join our Conventional Trust Client Platform team. This role is located in Pittsburgh, Pennsylvania.

  • Perform routine and non-routine client service and transactional support functions.
  • Provide analytics and reporting services, working to improve and automate transaction processing systems.
  • Advise organizational units/teams to ensure timely delivery of service or resolution of issues.
  • Provide direction to lower-level service roles in the successful delivery of support or service.
  • Process account-related transactions per scheduled events or client authenticated direction.
  • Answer inquiries and resolve problems or issues.
  • Assess needs and suggest/promote alternative approaches to service models.
  • Participate in straightforward product development, product enhancement, and system testing to ensure accurate and efficient processing of high-value transactions.
  • Solve problems based on an understanding and knowledge of system intricacies.
  • Integrate in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
  • Manage situations requiring adaptation of response or extensive research according to client needs.
  • May allocate and check work of support team members and be responsible for supervisory review, training, and approval actions.
  • Contribute to the achievement of team objectives.
  • Bachelor’s degree or the equivalent combination of education and experience is required.
  • 5-7 years of total work experience is preferred.
  • Knowledge of regulatory and legal requirements and BNY corporate policies involving risk and control to support improved business processes through technology.
  • Attention to detail
  • Problem solving, critical thinking, time management and communication
  • Ability to self-manage, prioritize, and execute workload
  • Prior experience with Microsoft Office applications, especially Excel
  • Prior experience working in an agile ecosystem, highly preferred
  • Experience in brokerage processing is preferred.
  • Applicable local/regional licenses or certifications as required by the business.

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