Specialist, Client Operations Representative

Job Description

Specialist, Client Operations Representative | BNY

The Tone:
This is a professional role as a Specialist, Client Operations Representative at BNY, located in Berwyn, Pennsylvania. BNY is a globally recognized financial institution, providing a broad range of services that underpin the world’s financial markets, including investment services, wealth management, and market infrastructure. The company excels in asset servicing, asset management, and issuing services for diverse clients. This position is integral to maintaining BNY’s commitment to operational excellence and high-quality client support, directly influencing client satisfaction and the seamless execution of complex financial operations for clients.

The TL;DR
• Role: Early Career
• Location: In-person, Berwyn, PA
• Team: Client Operations & Reporting team
• Mission: Manage complex client inquiries and oversee operational processes to ensure timely resolution, accuracy, and efficiency in client operations.

What You’ll Actually Do
• Service: Provide comprehensive client service by managing complex client inquiries and issues, ensuring resolutions are timely and in line with client expectations.
• Operations: Coordinate and oversee operational processes related to client transactions and reporting, ensuring accuracy and efficiency.
• Collaboration: Collaborate with internal teams to enhance service delivery and operational processes, demonstrating expertise in client operations.
• Compliance: Maintain up-to-date knowledge of industry regulations and organizational policies to ensure compliance in all client interactions and processes.

The Must-Haves
• Background: Entry-Level. Core domain knowledge in business or finance.
• Experience: 0-3 years of experience.
• Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, ability to work collaboratively across teams.
• Bonus: Bachelor’s degree in Business, Finance, or a related field.