BNY
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Client Processing Associate (contract)
role at
BNY .
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.
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 it’s all about.
Job Summary The Client Processing Associate role supports BNY Pershing Clearing Group Operations within Mutual Funds Product Support. This position is responsible for monitoring fund‑related communications, setting up new mutual funds, and managing corporate action activity to ensure accurate processing across brokerage and custody platforms. The role is highly detail‑oriented, back‑office focused, and email‑driven, with strong exposure to mutual fund operations.
Key Responsibilities
Mutual Fund Operations: Monitor a shared group inbox for notifications from mutual fund partners related to corporate actions such as mergers, name changes, fund closures, and new fund launches.
Corporate Actions Processing: Create, schedule, and track corporate action events in internal systems to ensure timely and accurate execution on effective dates.
Fund Setup & Maintenance: Open new mutual fund CUSIPs across Pershing brokerage and bank custody platforms; ensure proper setup, controls, and data accuracy.
Client & Partner Coordination: Communicate with transfer agents, mutual fund partners, and IBD clients to clarify requests, gather missing information, and support fund‑related activity.
Operational Controls & Accuracy: Perform detailed reviews of fund announcements and requests, ensuring all activities meet operational standards and quality controls.
Systems & Tools: Load and manage data using templates, spreadsheets, Access databases, and automated tools/bots that read from Excel‑based inputs.
Qualifications
Bachelor’s degree required (Finance preferred, but not required).
1–3 years of experience in Financial Services, Operations, or Client Services (internships or new graduates considered).
Strong attention to detail and ability to thoroughly read, interpret, and act on written communications.
Excellent written and verbal communication skills.
Proficiency with Microsoft Office (Excel, Outlook, Word).
Ability to work independently after training while maintaining extreme accuracy.
Preferred Experience
Prior mutual funds operations or back‑office financial services experience.
Experience working in a team supporting multiple workflows and priorities.
Comfort working in an email‑driven, high‑volume environment.
Exposure to databases, spreadsheets, or operational tools (Access experience not required).
Ability to self‑manage workload, take initiative, and proactively follow up.
Why Join Us This role offers a strong entry point into mutual fund operations at BNY Pershing, supporting critical fund setup and corporate action processes. Team members gain hands‑on exposure to fund lifecycle events, operational controls, and automation tools while working closely with experienced colleagues.
With structured training, quality oversight, and a collaborative team environment, this position is ideal for candidates looking to build a long‑term career in financial services operations, with a clear path toward full‑time conversion.
At BNY, our culture speaks for itself. Here are 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
Pay Rate Range 24.23 – 30.93 USD hourly.
Additional Notes Applications will be accepted on an ongoing basis.
This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full‑time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.
Benefits Information Optional benefits offering include medical, dental, vision, and retirement benefits via Tundra Technical Solutions.
Seniority Level Entry level
Employment Type Contract
Job Function Other
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Client Processing Associate (contract)
role at
BNY .
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.
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 it’s all about.
Job Summary The Client Processing Associate role supports BNY Pershing Clearing Group Operations within Mutual Funds Product Support. This position is responsible for monitoring fund‑related communications, setting up new mutual funds, and managing corporate action activity to ensure accurate processing across brokerage and custody platforms. The role is highly detail‑oriented, back‑office focused, and email‑driven, with strong exposure to mutual fund operations.
Key Responsibilities
Mutual Fund Operations: Monitor a shared group inbox for notifications from mutual fund partners related to corporate actions such as mergers, name changes, fund closures, and new fund launches.
Corporate Actions Processing: Create, schedule, and track corporate action events in internal systems to ensure timely and accurate execution on effective dates.
Fund Setup & Maintenance: Open new mutual fund CUSIPs across Pershing brokerage and bank custody platforms; ensure proper setup, controls, and data accuracy.
Client & Partner Coordination: Communicate with transfer agents, mutual fund partners, and IBD clients to clarify requests, gather missing information, and support fund‑related activity.
Operational Controls & Accuracy: Perform detailed reviews of fund announcements and requests, ensuring all activities meet operational standards and quality controls.
Systems & Tools: Load and manage data using templates, spreadsheets, Access databases, and automated tools/bots that read from Excel‑based inputs.
Qualifications
Bachelor’s degree required (Finance preferred, but not required).
1–3 years of experience in Financial Services, Operations, or Client Services (internships or new graduates considered).
Strong attention to detail and ability to thoroughly read, interpret, and act on written communications.
Excellent written and verbal communication skills.
Proficiency with Microsoft Office (Excel, Outlook, Word).
Ability to work independently after training while maintaining extreme accuracy.
Preferred Experience
Prior mutual funds operations or back‑office financial services experience.
Experience working in a team supporting multiple workflows and priorities.
Comfort working in an email‑driven, high‑volume environment.
Exposure to databases, spreadsheets, or operational tools (Access experience not required).
Ability to self‑manage workload, take initiative, and proactively follow up.
Why Join Us This role offers a strong entry point into mutual fund operations at BNY Pershing, supporting critical fund setup and corporate action processes. Team members gain hands‑on exposure to fund lifecycle events, operational controls, and automation tools while working closely with experienced colleagues.
With structured training, quality oversight, and a collaborative team environment, this position is ideal for candidates looking to build a long‑term career in financial services operations, with a clear path toward full‑time conversion.
At BNY, our culture speaks for itself. Here are 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
Pay Rate Range 24.23 – 30.93 USD hourly.
Additional Notes Applications will be accepted on an ongoing basis.
This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full‑time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.
Benefits Information Optional benefits offering include medical, dental, vision, and retirement benefits via Tundra Technical Solutions.
Seniority Level Entry level
Employment Type Contract
Job Function Other
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