Senior Associate, Client Processing Team Lead

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 Senior Associate, Client Processing Team Lead to join our Corporate Trust Operations team. This role is located in Pittsburgh, PA, and will work a Hybrid schedule (4 days per week in-office required).

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

• Supervises/manages the day-to-day operations of a small- to medium-sized client processing support team that handles any/all aspects of client accounts, including solicitation, inquiries and problem resolution
• Will be responsible for working with Travelers Insurance and handling the Lost Securities Affidavits and Fees, sending presentations and fees to Travelers once approvals are received
• Will assist Clients Service Managers in processing Lost Securities through the surety waiver/hold process
• Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks
• Serves as first line supervisor for assignment of tasks and resolution of issues
• Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team
• Ensures the volume of work produced meets product/service standards and exceeds quality standards, and is properly reviewed and documented
• Provides product knowledge and technical assistance on moderately complex problems
• Acts as the teams initial point of contact for issues requiring escalation
• Participates in the recruiting process
• Instructs, assigns, directs and reviews the work of client processing analysts
• Prepares performance reviews and provides ongoing feedback to staff
• Supervises/manages a small client processing team
• May be responsible for specific supervisory review and approval actions
• Helps develop and contributes to the achievement of team objectives

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

• Associates degree in a related discipline or equivalent combination of education and experience is required
  
  
  
  • Bachelors degree preferred
  
  
• 7 plus years of technical and management experience preferred
• Experience in the securities or financial services industry a plus
• Fundamental understanding of Lost Securities, SEC Regulation X-17 Rule 240, Lost Holder, Account Maintenance and Check Replacement
• Understanding of daily reports and the essential steps to process lost security correspondence including SEC turnaround time
• Understand legal documents/requirements sufficient to process request associated with transactions within the scope of this department
• Knowledge of monthly reporting/metrics - KPD's, Bank wide and audit

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.