Associate, Client Processing I

Associate, Client Processing I

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.

We’re seeking a future team member for the role of Associate, Client Processing I to join our Wealth Management team. This role is located in Boston, MA.

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

• Performs routine and non-routine client service and transactional support functions.
• Interacts with other organizational units / teams to ensure timely delivery of service, or resolution of issues.
• Processes account related transactions per scheduled events / client authenticated direction.
• Following established procedures, answers inquiries, and resolves problems or issues.
• Manages situations which may require adaptation of response or extensive research according to client response.
• Escalates more complex situations to senior colleagues.
• Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
• Performs complex operational tasks in a product or functional area.
• May be responsible for allocating and checking work of team members.
• May be responsible for specific supervisory review and approval actions.
• Contributes to the achievement of team objectives.

To be successful in this role, we’re seeking the following :

• 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. Here’s a few of our awards :

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion , Disability : IN 100% score, 2023-2024
• Most Just Companies , Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

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.

BNY Mellon is an Equal Employment Opportunity / Affirmative Action Employer. Minorities / Females / Individuals With Disabilities / Protected Veterans.

Our ambition is to build the best global team one that is representative and inclusive of the diverse talent, clients and communities we work with and serve and to empower our team to do their best work.

We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.