Senior Associate jobs at S.R. Snodgrass - 113 jobs

Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit *************** Summary The POS Support Associate provides technical support for POS systems and credit card terminals. This role diagnoses, troubleshoots, and resolves customer issues via multiple communication channels while maintaining high standards of customer service. Representatives collaborate with internal teams and contribute to terminal/system performance improvements and merchant satisfaction. Responsibilities Listen attentively to customer needs and concerns; demonstrate empathy while building rapport. Identify and resolve terminal/POS system issues through logical troubleshooting. Analyze call logs to identify trends and underlying problems. Provide solutions by guiding merchants through corrective steps. Research and resolve credit card terminal issues for merchants and external sales partners. Receive and resolve inbound calls, emails, chats, tasks, and tickets. Maintain cooperative and professional relationships with coworkers, supervisors, customers, and the public. Complete projects under tight deadlines while managing competing priorities. Demonstrate exemplary performance and attendance. Be flexible in work hours to support 24/7 Call Center needs. Perform other duties as assigned. Qualifications High school diploma or equivalent required. 2+ years of technical support/troubleshooting experience. Experience with credit card terminals, POS equipment, registers, touch screens, and scanners is a plus. Excellent listening, written, and verbal communication skills. Strong problem-solving skills with attention to detail. Ability to handle multiple tasks simultaneously in a fast-paced call center environment. Ability to interact and coordinate with other departments. Adaptable to change and creative in problem-solving. Proficient in relevant computer applications. Bilingual (English/Spanish) is a plus but not required. Experience in banking or credit card processing preferred. Knowledge of customer service core principles and practices. Familiarity with Microsoft Office Suite. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

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 Senior Associate to join our client service team. This role location in Pittsburgh, PA or Lake Mary, FL (4 days in office per week). In this role, you'll make an impact in the following ways: * Work with external clients to resolve complex day-to-day issues and direct them to appropriate resources at BNY Mellon. * Support clients in addressing and resolving complex operational and technical issues and ensure requests are executed. * Apply advanced problem-solving skills, judgment, and experience to analyze information and deliver high-quality service to a specialized client base. * Provide individuals at assigned clients with information related to BNY Mellon's products and services across multiple lines of business and geographies, leveraging an in-depth understanding of broader BNY Mellon services and offerings. * Proactively assist clients in reviewing potential business needs and direct them to appropriate resources at BNY Mellon. * Resolve complex or non-routine client issues or inquiries as needed. * Use in-depth knowledge of client issues and needs to contribute to business development efforts and propose expanded offerings to clients for front office consideration. * Lead and participate in internal activities and initiatives designed to improve the client experience and help develop process improvements. * Provide guidance to less experienced team members. * Support multiple, complex client accounts. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. * 5-7 years of total work experience preferred. * Experience in an operational area and/or client services preferred. * No direct reports. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

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 Senior Associate to join our Financial Planning & Analysis team. This role is located in Pittsburgh. In this role, you'll make an impact in the following ways: Assists in the delivery of financial analytics and reporting to support Investments & Wealth business segment. Performs analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting. Assists in monitoring and reporting key financial metrics, including AUM/flows, fee income, expenses, organic growth, and margin. Collaborate with cross-functional teams to understand data needs and delivery; compiles and updates short term and long range forecasts gathering inputs and assumptions from multiple sources; analyze data trends, patterns and anomalies to ensure accuracy and integrity. Provides trend analysis on financial data and operating performance. Interprets and summarizes findings. Compiles financial information and conducts analysis for input into a variety of periodic financial reports. Primarily responsible for the accuracy and quality of own work. Work contributes to the achievement of team goals. Modified based upon local regulations/requirements. To be successful in this role, we're seeking the following: Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience. 3-5 years of total work experience preferred Experience in financial planning and analysis preferred. Require strong analytical and problem-solving abilities; attention to detail and ability to work with large datasets. Experience in MAQ and proficiency in data modelling/automation/visualization would be a plus (e.g., Excel VBA/Power Query/Power Pivot, Power BI, Tableau, Dataiku). At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

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 Financial Analyst to join our Regulatory Administration team. This role is located in Pittsburgh, PA (4 days in office, per week). In this role, you'll make an impact in the following ways: Extracts, analyzes, prepares data for abandoned property compliance. Performs all job duties successfully in a high paced, multiple priority environment. Ability to simultaneously manage competing priorities to meet project and regulatory deadlines. Implements the policies, procedures and controls that maintain the accuracy of data being reported. Implements plans and programs that help automate the regulatory reporting process and limitation of control gaps. Supports more senior team members in maintaining the appropriate risk culture. Examines reports for accuracy, consistency, and compliance against regulatory mandates. Assists in root cause analyses to determine where there are control gaps and contributes to the development of programs to address them. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 3 years of experience preferred regulatory compliance Abandoned Property compliance experience preferred Prior experience / knowledge/ interest in utilizing AI practices to improve efficiency and scalability At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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. Same Posting Description for Internal and External Candidates

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 Mortgage Banking Associate to join our Mortgage Sales and Origination team within BNY Wealth. This role could be located in Pittsburgh, PA or Lake Mary, FL. In this role, you'll make an impact in the following ways: Interact directly with clients and advisors to collect and review all documentation needed for loan processing and underwriting preparation Obtain contact and relevant information for appraisals, insurance, and title vesting Prepare and send required and timely regulatory disclosures, ensuring compliance with TILA-RESPA and order all third-party services Research Source of Wealth and serve as primary contact for KYC team inquiries and submissions Manage entries of rate locks, extensions, and concession requests Provide sales support to Mortgage Bankers and Wealth/Pershing colleagues regarding regional mortgage pipeline and portfolio loans Act as primary internal contact for clients post application, manage Mortgage Bankers' pipeline and ensure smooth file progression from initial contact through closing Communicate interim updates to clients, advisors, and colleagues on individual files Support and enhance Mortgage Sales team by taking applications, assisting with product selection, reviewing rates, and sourcing new business with existing clients Serve as backup to Mortgage Bankers Participate in team and client meetings to build relationships with Mortgage team, Client Strategists, Wealth Managers, and clients to improve client experience and increase mortgage production Collaborate with marketing, legal, compliance, and other firm-wide teams to ensure risk management and compliance activities related to business development are conducted and documented To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required 5-7 years of total work experience; experience in mortgage, lending, or private banking is preferred The individual should have sales acumen, strong organizational skills, and an aptitude to manage multiple transactions in a fast-paced environment. Incumbent must have an in-depth understanding of the mortgage business The applicant should be a strong communicator with a willingness to participate in sales calls, client meetings, and client events This role will require an NMLS registration, which is to be obtained upon hiring At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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: This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. 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.

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 Senior Associate, Client Service join our Global Payments & Trade Client Services team. This role is located in Lake Mary, FL or Pittsburgh, PA. In this role, you'll make an impact in the following ways: Act as client service point of contact for daily inquiries and ensuring timely response by adhering to service levels for resolution; providing quality professional client experience & communication Responsible for meeting productivity targets set forth acting as a L1 immediate support, response/resolution Identify and escalate appropriately to Senior Client Service Officer and/or Service Director, on matters requiring immediate attention Utilize speak-up culture to provide inputs in the Transformation agenda for Global Client Service Meet Associate Client Service Officer target objectives & grade level certifications (performance, behavior, & productivity); achieve training journey requirements Standard BNY BK Learnings (mandatory & required) completed by appropriate deadlines Develop a firm understanding of all BNY standards (policies/procedures) & Client Service tools/systems required Acquire and utilize knowledge of core Global Payments & Trade product suite and associated operational flows to appropriately address client inquires To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience (Banking/Financial) is preferable 3-7 years of total work experience preferred; experience in an operational area and/or client services desirable Self-motivated with client focus centricity Strong communication skills; written, verbal and effective listening skills Ability to be cross-fungible and multitask under pressure Able to adapt to changing environment and business needs At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

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 are seeking a future team member for the role of Senior Associate, Client Service Data Insights and Analytics to join our Team. This role supports the Enterprise CRM (ECRM) user base and focuses on User Support, Enablement and Training. The role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: User onboarding & support, issue management and resolution tracking Conduct routine ECRM user “Office Hours” meetings, giving users an opportunity to ask questions about system functionality, issues, and best practices Work with subject matter experts and engineering teams to collect information that will be developed into learning modules Schedule and conduct training programs in support of ECRM platform enablement Maintain repository of ECRM documents library on SharePoint site Assist with the remediation of user support requests as escalated by the production support help desk To be successful in this role, we're seeking the following: Bachelor's degree in business or a related discipline, or equivalent work experience required 2-5 years of experience developing training materials and supporting users working on Customer Relationship Management (CRM) systems or similar technology Strong communication and presentation skills (both verbal and written); able to articulate complex information in a clear, concise manner Proficient in MS Word, MS Excel & MS PowerPoint. Experience with SharePoint, Microsoft Dynamics is a plus Ability to work effectively under pressure with changing priorities and deadlines Ability to work collaboratively and develop solid working relationships Intellectual curiosity; desire to constantly learn and continuously improve Demonstrate excellent judgement and decision making At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

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 and champions of inclusion, 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 Senior Associate, Client Onboarding/Transitions/Conversions/KYC to join our team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Under minimal direction, onboards clients into the system, opens and closes accounts and handles transitions and conversions to the system Serves as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts Ensures all SLAs are met Prepares clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market and market expectations Works directly with clients to open new accounts once due diligence on KYC and AML has been completed and works with client and internal parties around asset events Closes off accounts by first checking for any pending activity or balances remaining in the account Works directly with clients to access documentation requirements and reference data May be responsible for onsite client support and training to assist with documentation, quality review and submission of documents Ensure application form is received, and tax documentation is received from the investor Review documents and coordinate with all internal support groups, business managers, and external parties to ensure documents meet certain compliance requirements Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation, day-to-day tracking, and other project documentation preparation Ensures client receives all necessary training or conducts the training him/herself Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement Maintains a book of clients and ensure that client activity on an account is maintained once an account is opened Supports complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients Supports and reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client needs are being addressed Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Participate in UAT, on boarding and fault resolution Responsible for overall success of moderately sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency and management of the direct client experience No direct reports Acts as a Team Lead and provides guidance to less experienced colleagues Allocates work to and monitors the work quality of others assigned to the client Suggests process improvements based on post-mortem transition analysis May have people management responsibilities in some geographies Responsible for complex, mature and/or global clients or more complex platforms Contributes to the achievement of team and area objectives To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required Advanced/graduate degree preferred 5-7 years of total work experience preferred Experience in securities, financial services or client-facing or project management roles preferred Applicable local/regional licenses or certifications as required by the business At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

Senior Associate, Cash Processing/Funds Transfer 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 Senior Associate, Cash Processing/Funds Transfer to join our Treasury Services Platform Ops team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Performs complex duties and projects related to cash processing and fund transfers. May work across multiple geographies and currencies to influence teams and cover market activities. Ensures cash processing and fund transfer policies and procedures are followed. Leads working sessions and research in order to determine best practices within cash processing and even general operations in a given market. Works directly with clients in order to resolve queries and/or to define solutions. Interacts with traders to ensure appropriate liquidity levels are available and monitors transaction risks for both the bank and for clients. No direct reports but may provide guidance to less experienced team members. May have people management responsibilities in some geographies. Contributes to the achievement of team goals. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience. 5-7 years of total work experience preferred. Experience in financial services operations preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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

Data Transfer, Integration & Quality 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 Senior Associate, Data Transfer, Integration & Quality to join our Data Operations Practice team. This role is in Pittsburgh, PA In this role, you'll make an impact in the following ways: Daily security pricing of mutual funds for a large client via an exception-based process. Oversight of pricing feeds and review/approval of exceptions. Addressing ad-hoc client reporting requirements as they arise Following procedures/executing controls to ensure compliance with internal and external auditing standards Strong attention to escalation of any pricing issues that break acceptable tolerance thresholds Communicating with stakeholders inside and outside the organization Managing small team of staff level direct reports To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience 3-4 years of experience preferred in financial services industry with Familiarity with various security types (Equity/Fixed Income/Derivatives) Strong attention to detail and ability to multitask Strong communicator and ability to work as part of a team Ability to prioritize effectively when handling issues that arise unexpectantly At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

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 Senior Associate, Client Processing - Conventional Debt to join our Conventional Trust Client Platform team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Provide complex analytics and reporting services, working to improve and automate Client Processing systems. Manage moderate to complex external client issues and directly advise other organizational units/teams to ensure timely delivery of service or resolution of issues. Meet with organizational units/teams to ensure problems and issues are addressed appropriately and resolved in a timely manner. Participate in product development, product enhancement, and system testing to ensure products continue to accurately and efficiently process high value transactions. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 5-7 years of total work experience is preferred. Excellent communication and writing abilities Demonstrated ability to prepare transmission files and coordinate with cross-functional groups Attention to detail Problem solving, critical thinking, time management and communication Ability to self-manage, prioritize, and execute workload Prior experience with Microsoft Office applications, especially Excel We are looking for an individual that possesses these skills or the willingness to learn our processes. We are also interested in individuals who are looking to grow as our department is growing and changing every year. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

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 Senior Associate to join our Financial Planning & Analysis team. This role is located in Pittsburgh. In this role, you'll make an impact in the following ways: Assists in the delivery of financial analytics and reporting in support of assigned line of business, corporate function, and/ or region. Performs analyses to support end to end processes within Finance including the support for the period close, analyses of performance such as forecasted period revenue and expenses against actual results, and metrics and scorecard reporting. Assists in identifying financial trends. Compiles and updates short term and long range forecasts using multiple inputs and assumptions to reflect changes in business strategies and business intelligence in the competitive environment impacting lines of business. Provides trend analysis on financial data and operating performance. Interprets and summarizes findings. Compiles financial information and conducts analysis for input into a variety of periodic financial reports. Deliver actionable analytics and reporting to track KPIs, cost drivers, and investment returns Collaborate with cross-functional teams (e.g., Corporate Treasury, Strategy) to ensure integrated financial planning and execution Drive adoption of financial tools and automation to streamline reporting and analysis To be successful in this role, we're seeking the following: Bachelor's degree in finance, accounting, or business or the equivalent combination of education and experience 3-5 years of total work experience preferred Experience in financial planning and analysis preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

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 team member for the role of Senior Associate, Control Hub to join the Strategic Testing Group. This role is located in Pittsburgh, USA. In this role, you'll make an impact in the following ways: • Responsible for leading the deployment of enhancements within ServiceNow on behalf of the Strategic Testing Group, including stakeholder engagement, requirements gathering, prioritisation with the business analyst, and overseeing testing of new features. • Lead initiatives to improve operational efficiency by leveraging technology and process optimization strategies. • Lead the rollout and documentation of key initiatives ensuring engagement with key stakeholders. • Collaborate with the wider team to identify and propose enhancements or new initiatives aimed at improving operational efficiency. To be successful in this role, we're seeking the following: • Bachelor's degree or equivalent combination of education and work experience required. • Typically 3-5 years of relevant experience. • Expertise in leveraging technology to drive process improvements and operational efficiency, with advanced skills in Alteryx, Power BI, and UiPath preferred. • Strong analytical and problem-solving skills. • Proficiency in understanding, interpreting, and analysing data from a various sources. • Strong communication skills with the ability to collaborate effectively with stakeholders. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

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 team member for the role of Senior Associate, Control Hub to join the Strategic Testing Group. This role is located in Pittsburgh, USA. In this role, you'll make an impact in the following ways: * Responsible for leading the deployment of enhancements within ServiceNow on behalf of the Strategic Testing Group, including stakeholder engagement, requirements gathering, prioritisation with the business analyst, and overseeing testing of new features. * Lead initiatives to improve operational efficiency by leveraging technology and process optimization strategies. * Lead the rollout and documentation of key initiatives ensuring engagement with key stakeholders. * Collaborate with the wider team to identify and propose enhancements or new initiatives aimed at improving operational efficiency. To be successful in this role, we're seeking the following: * Bachelor's degree or equivalent combination of education and work experience required. * Typically 3-5 years of relevant experience. * Expertise in leveraging technology to drive process improvements and operational efficiency, with advanced skills in Alteryx, Power BI, and UiPath preferred. * Strong analytical and problem-solving skills. * Proficiency in understanding, interpreting, and analysing data from a various sources. * Strong communication skills with the ability to collaborate effectively with stakeholders. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

Senior Associate Client Reporting/Performance 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. About BNY Investments: BNY Investments is a division of BNY, one of the world's largest and most-trusted financial services groups. BNY Investments is a leading investment manager, with $2.1 trillion* in assets under management as of June 30, 2024. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We're seeking a future team member for the role of Senior Associate Client Reporting/Performance to join our BNY Investments team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Monitor and report on client portfolio performance; own online tools and reporting platform, troubleshoot and manage issues with platform; answer escalated inquiries from clients regarding risk management, asset allocation, and portfolio performance measured against peers; apply industry research to predict future industry trends. Develop automation and streamline workflows using Python, Excel, Access, VB or Power BI to analyze accounting data for performance and risk measurement calculation. Serves as the organization's expert regarding the different product lines and takes the opportunity to answer escalated inquiries. Provides guidance to less experienced associates when reporting on portfolio performance and when providing guidance to clients in the areas of risk management and portfolio allocation. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 5-7 years of total work experience preferred. Experience in investment management preferred. Experience performing data import/export with Oracle and SQL Server performance systems. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

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 and champions of inclusion, 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 Senior Associate, Anti Money Laundering/Prevention/Know Your Client to join our team. This role is located in Pittsburgh, PA - Hybrid. In this role, you'll make an impact in the following ways: Serves as the last line of accuracy assurance for client reports. Conducts a thorough quality review of basic client reports to ensure all information in the policy is accurately reflected in the profile. Reviews complex client reports to ensure all information in the policy is accurately reflected in the profile. Reviews profiles that have been flagged for escalation during the profile renewal process. Amends client profiles when appropriate. Maintains a current understanding of global issues, risks and events that could affect a client's risk level. Identifies and updates profiles when appropriate. Communicates with internal stakeholders and external clients in order to resolve any issues, as needed. No direct reports. May provide guidance to less experienced staff. Contributes to the achievement of team goals. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 5-7 years of total work experience preferred. Experience in Know Your Customer (KYC) / anti-money laundering requirements, fraud or law preferred. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

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 Client Reporting, Performance to join our Client Reporting and Performance team. This role is located in Pittsburgh In this role, you'll make an impact in the following ways: * Monitors and reports on client portfolio performance. * Owns online tools and reporting platform, troubleshoots and manages any issues with the platform. * Answers escalated inquiries from clients regarding risk management, asset allocation, and portfolio performance measured against their peers. * Applies industry research to predict future industry trends. * Provides guidance to less experienced Client Reporting associates on portfolio performance reporting and client guidance in risk management and portfolio allocation. * Serves as the organization's expert regarding different product lines and responds to escalated inquiries. * Maintains and implements improvements to the online platform used by clients to generate portfolio reports. * Trains clients on report production and listens to client concerns to develop plans to improve client experience. * Publishes white papers on industry trends and identifies opportunities to expand revenues from products and capabilities. * May have people management responsibilities in some geographies and provides guidance to less experienced staff as needed. * Contributes to the achievement of team goals. To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience. * 5-7 years of total work experience preferred. * Experience in trading or brokerage preferred. * Strong knowledge of client portfolio performance, risk management, and asset allocation. * People leadership experience (if applicable). At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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.

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.7 trillion in assets under management as of December 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Morgan Stanley Private Equity Solutions (the Team), an investment team within MSIM, seeks to deliver innovative private markets solutions to a global client base across a variety of asset classes within private equity and related strategies. The Team is comprised of over 60 investment professionals based in suburban Philadelphia, New York, London, and Hong Kong and manages a global program across primary fund investing, co-investing, and secondaries in developed and emerging markets. The Team also has a strong and growing leadership position across impact-oriented strategies, including social impact, climate solutions, and racial & gender equity. Overall, the Team has invested over $27bn across over 1,200 opportunities, as of December 31, 2024. DESCRIPTION: The Team is seeking candidates, preferably with previous experience at investment banks, consulting firms, private equity firms, or private equity fund of funds for a Senior Associate position on our Private Equity Solutions team, focused on fund investments (primaries), direct investments (co-investing), and LP secondaries investments. Investment professionals at the Senior Associate level work closely with senior investment professionals on 4-5 person deal teams and are responsible for investment analysis, research, and investment process management. The private markets program spans asset classes from venture capital to leveraged buyouts and special situations. The position is available in suburban Philadelphia and travel is entailed on up to 40% of assignments. RESPONSIBILITIES: * Manage investment sourcing, opportunity diligence and evaluation, and portfolio monitoring by reviewing inbound investment materials, meeting with private equity fund managers, and assessing performance of specific companies and funds * Structure and lead research on a wide range of geographies, industries, companies, and macroeconomic trends * Direct junior investment staff in the creation and execution of financial analyses in support of the investment process (e.g., comparable company valuation analyses, LBO models, investment return projections with sensitivity analyses, track record analyses) * Lead strategic initiatives with cross-functional teams related to technology, data/systems, marketing, business development, sourcing, and business planning QUALIFICATIONS: * An undergraduate degree from a leading university. MBA from a leading business school a plus * 3-5 years of experience in private equity, investment banking, equity research, and/or management consulting. Primaries, co-investment, and/or secondaries experience is a plus * Highly motivated self-starter with a team orientation * Strong verbal and written communication skills * Extensive quantitative modeling experience with an excellent understanding of financial concepts and valuation * Exceptional project management and execution skills with an ability to meet challenging deadlines while maintaining a high degree of quality and accuracy * A high level of intellectual curiosity in developing knowledge of private equity and capital markets WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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 and champions of inclusion, 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 Senior Associate, Client Service join our Global Payments & Trade Client Services team. This role is located in Lake Mary, FL, Pittsburgh, PA, or New York, NY & would be providing West Coast coverage - 11am-8pm In this role, you'll make an impact in the following ways: Act as client service point of contact for daily inquiries and ensuring timely response by adhering to service levels for resolution; providing quality professional client experience & communication Responsible for meeting productivity targets set forth acting as a L1 immediate support, response/resolution Identify and escalate appropriately to Senior Client Service Officer and/or Service Director, on matters requiring immediate attention Utilize speak-up culture to provide inputs in the Transformation agenda for Global Client Service Meet Associate Client Service Officer target objectives & grade level certifications (performance, behavior, & productivity); achieve training journey requirements Standard BNY BK Learnings (mandatory & required) completed by appropriate deadlines Develop a firm understanding of all BNY standards (policies/procedures) & Client Service tools/systems required Acquire and utilize knowledge of core Global Payments & Trade product suite and associated operational flows to appropriately address client inquires To be successful in this role, we're seeking the following: Bachelors degree or the equivalent combination of education and experience (Banking/Financial) is preferable 3-7 years of total work experience preferred; experience in an operational area and/or client services desirable Able to provide west coast hour coverage - 11am - 8pm EST Self-motivated with client focus centricity Strong communication skills; written, verbal and effective listening skills Ability to be cross-fungible and multitask under pressure Able to adapt to changing environment and business needs Bilingual Portuguese and/or Spanish language skills (written, verbal) desirable At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn 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. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $60,000 and $85,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.