Posted 17 days ago
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The Associate, Client Processing II on the Wealth Management team at BNY Mellon provides routine and non-routine client service and transactional support, including cash movement and account-related transactions. The role delivers analytics and reporting to improve and automate transaction processing, participates in product enhancements and system testing, and resolves client issues. May supervise and train support staff and requires a bachelor’s degree or equivalent experience; 3-5 years of experience and cash processing background are preferred.
- Compensation
- Not specified
- City
- Pittsburgh
- Country
- United States
Currency: Not specified
Full Job Description
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, 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.
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:
- Perform routine and non-routine client service and transactional support functions to ensure accurate and timely processing.
- Provide support to client facing staff in Wealth Management, to facilitate cash movement.
- Provide analytics and reporting services, working to improve and automate transaction processing systems.
- Advise organizational units and teams to ensure timely delivery of service or resolution of issues.
- Process account-related transactions per scheduled events or client-authenticated direction.
- Answer inquiries and resolve problems or issues efficiently.
- Assess client needs and suggest or promote alternative approaches to service models.
- Participate in straightforward product development, enhancement, and system testing to maintain accurate and efficient transaction processing.
- Solve problems using in-depth knowledge of systems and industry standards to provide effective solutions to internal and external clients.
- Manage situations requiring adaptation or extensive research based on client responses.
- May allocate and review work of support team members and be responsible for supervisory review, training, and approval actions.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and experience.
- 3-5 years of total work experience preferred.
- Experience in cash processing preferred.
- Experience in fast paced/quality driven environment preferred.
At BNY, our culture speaks for itself, check out the latest BNY news at:
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
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.
