4 Client Processing Jobs

In this role, you ll make an impact in the following ways: Provides complex analytics and reporting services, working to improve and automate Client Processing systems. Manages moderate to complex external client issues. Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue. Meets with organizational units/teams to ensure problems and issues are being addressed appropriately and that they are resolved in a timely manner. Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions. Solves complex problems based on an understanding and knowledge of the intricacies of the system. Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients. Provides support to lower level client processing roles.May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review, training and approval actions. Contributes to the achievement of related teams objectives To be successful in this role, we re seeking the following: Bachelors degree in accounting or the equivalent combination of education and experience is required. 7 plus years of total work experience preferred. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business

As a Senior Vice President, Client Processing Manager at BNY, you will have the opportunity to manage a medium to large-sized team or multiple small Client Processing teams. Your responsibilities will include handling all aspects of client accounts, such as solicitation, inquiries, transactional processing, and problem resolution. You will serve as a top level of support for external clients and ensure that the work produced meets product/service and quality standards. Additionally, you will identify and implement process improvements to enhance the experience for all stakeholders. In this role, you will recruit, direct, motivate, and develop staff to maximize their individual contribution, professional growth, and ability to work effectively as a team. You will provide input into departmental budgets and planning, as well as contribute to the achievement of team objectives. Furthermore, you may develop business plans for team/group operations and manage one or more Client Processing teams. To be successful in this position, we are looking for candidates with a Bachelor's degree or equivalent combination of education and experience. An advanced/graduate degree is preferred. You should have 12 to 15 years of total work experience with at least 5-6 years in management, along with experience in brokerage processing. Possessing applicable local/regional licenses or certifications required by the business is also preferred. Joining BNY means becoming part of a culture that values innovation and inclusivity. Recognized as one of America's Most Innovative Companies and World's Most Admired Companies by Fortune, we pride ourselves on our commitment to diversity and equality. Our awards, including a 100% score in the Human Rights Campaign Foundation's Corporate Equality Index and the Best Places to Work for Disability Inclusion by Disability: IN, reflect our dedication to creating a positive and supportive work environment for all employees. At BNY, we offer a range of benefits and rewards as part of our commitment to being an Equal Employment Opportunity/Affirmative Action Employer. We welcome individuals from underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans to join our team and contribute to our ongoing success.,

Role & responsibilities Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, and updates to client accounts in a timely manner. Performs a variety of operational tasks in a product or functional area, including processing updates to client accounts or company records and interpreting and handling exceptions. Investigates and corrects errors in client accounts. Conducts independent analysis and policy interpretation. Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data. Serves as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs. Maintains correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks. Accurately opens and updates accounts or company records. Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations. Provides product knowledge, market nuances and requirements and technical assistance, as necessary. Bachelors degree preferred. 2 to 2.5 years of total work experience preferred. Experience in Trade & Settlement processing preferred. Flexibility in shifts. knowledge of MS Office rupali.padme@kiya.ai

JOB SUMMARY The client processing specialist is responsible for ensuring all firm systems are setup with client information and project details accordingly and for communicating with the project team, finance and other internal teams or project teams as needed. The client processing specialist is also responsible for mitigating risk to clients and the firm and, therefore, begins to develop a basic knowledge of all aspects of the firms report processing capabilities and software applications, and applies objectivity with integrity in the normal course of work. The client processing specialist must be knowledgeable on the policies, procedures, and technology tools for supported industries within each of the lines of business. With guidance, the client processing specialist demonstrates the ability to manage the needs of their teams and stakeholders with proficient time management, problem-solving and customer service skills. ESSENTIAL DUTIES Complete data entry of key information into applicable systems of record and reviews for completeness and accuracy to ensure successful client integration, including time entry, engagement management, billing, etc. Maintain client data, including new client setup, updating existing client information, and new and ongoing projects. Communicate with engagement teams, finance and any other internal teams as needed. Begin to develop working relationships with engagement teams to understand their needs, expectations, and challenges in a fast-paced environment. Maintain current knowledge and use of firm systems and software, policies, procedures, templates, and deliverables for all LOBs. Learn firm potential risks and compliance requirements. Learn about clients in regulated industries. Learn firm standards to maintain data consistency and integrity. Begin to develop a basic understanding of the assigned technical area. EDUCATION Bachelors Degree Associate degree or 2+ years of experience preferred TECHNICAL/SOFT SKILLS Demonstrates a basic knowledge of tools, resources and technology required with assigned responsibilities Proficient customer relationship management software skills Intermediate Microsoft Office skills and other applicable software Ability to communicate effectively with a diverse audience Excellent people skills Strong grammar and proofreading skills and experience Ability to prepare presentations including charts, graphics and tables, speaker notes and handouts, etc. Ability to balance multiple tasks and projects Ability to learn new platforms and adapt to change Effective organization, prioritization and time management skills and strong attention to detail Strong technical aptitude, able to quickly master a variety of software and company tools Begins to identify, assess and mitigate risks associated with client processing SPECIAL REQUIREMENTS SPECIFC TO JOB Ability to maintain strict client confidentiality Client processing support is high volume, deadline-driven and may require extended hours with limited flexibility around critical deadlines. Flexibility for a hybrid in-office/work-from-home schedule is possible outside of peak deadline time frames EXPERIENCE 0 to 3 years of experience in a related field or area LEADERSHIP SKILLS Has the ability to respond positively to changing circumstances, seeks and implements change to drive business improvement and serves as a model of the change Works collaboratively with the client processing supervisor/manager to provide support across the enterprise particularly during peak times