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Associate, Client Processing Representative I

BNY
UNITED STATES, PA, PITTSBURGH
  • Accountancy & Accounting
  • Full-time
  • client processing
  • wealth management
  • brokerage processing

Our job summary

The Associate, Client Processing Representative I at BNY Wealth Management provides complex client service including transaction processing, reconciliations, and problem resolution to support wealth management clients. The role requires independent analysis and adherence to regulatory compliance, serving as a primary client contact to ensure accurate account maintenance. Candidates ideally have 5-7 years of experience in brokerage processing and relevant certifications, supporting the retention and growth of client assets across generations.


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