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Client Processing Representative Jobs (NOW HIRING)

BNY

Client Processing Representative

Lake Mary, FL · On-site

Client Processing Representative 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 ...

BNY

Client Processing Representative

Lake Mary, FL

CLIENT PROCESSING REPRESENTATIVE 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 ...

NAMSA

Order Processing Representative

Northwood, OH · On-site

$15.50 - $20/hr

... Client success and the Mission to deliver best-in-class global MedTech development solutions ... Processes requests from the laboratory. Files final reports, wet tissues, blocks/slides, test ...

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How much do client processing representative jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for client processing representative in the United States is $26.73, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $34.13 per hour, depending on experience, location, and employer.

What does a Client Processing Representative do?

A Client Processing Representative is responsible for handling and processing various client transactions, ensuring accuracy and compliance with company policies. They typically work in banking or financial services, managing client accounts, processing payments, and resolving inquiries or discrepancies. Their role also involves maintaining records, updating client information, and providing support to both clients and internal teams. Strong attention to detail, communication skills, and familiarity with financial procedures are important for this position.

How does a Client Processing Representative typically interact with other departments in the organization?

Client Processing Representatives frequently collaborate with departments such as operations, compliance, and client services to ensure smooth and accurate processing of client transactions. They may work closely with account managers to resolve client inquiries or discrepancies, and coordinate with compliance teams to adhere to regulatory standards. Effective communication and teamwork are essential, as representatives often need to relay information and problem-solve across multiple teams to meet client needs and maintain high service standards.

What is the difference between Client Processing Representative vs Customer Service Associate?

AspectClient Processing RepresentativeCustomer Service Associate
CredentialsHigh school diploma or equivalent; some roles may require industry-specific certificationsHigh school diploma or equivalent; customer service experience preferred
Work EnvironmentFinancial institutions, insurance companies, or corporate officesRetail stores, call centers, or service desks
Employer & Industry UsageFinancial and insurance sectorsRetail, telecommunications, and service industries
Common Search & ComparisonFocuses on processing client transactions and documentationFocuses on assisting customers with inquiries and issues

The main difference is that a Client Processing Representative primarily handles client transactions, documentation, and account processing within financial or insurance settings. In contrast, a Customer Service Associate focuses on assisting customers with inquiries, resolving issues, and providing support in retail or service environments. Both roles require strong communication skills, but their daily tasks and industry focus differ significantly.

What are the key skills and qualifications needed to thrive as a Client Processing Representative, and why are they important?

To thrive as a Client Processing Representative, you need strong attention to detail, analytical abilities, and a solid understanding of financial operations, often supported by a bachelor's degree in business or finance. Familiarity with transaction processing platforms, reconciliation software, and compliance systems is typically required. Excellent communication, problem-solving skills, and the ability to work efficiently under pressure help you excel in client interactions and team settings. These skills are crucial for ensuring accuracy, regulatory compliance, and high-quality service in fast-paced financial environments.
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Client Processing Representative jobs near you

Client Processing Representative

BNY

Lake Mary, FL • On-site

Other

Posted 7 days ago

Job description

Client Processing Representative

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 Processing Representative I to join the Fund Order Processing team. This role is located in Lake Mary, FL (4 days in the office per week).

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

  • Handle all aspects of Fund of Fund client accounts, including actioning and resolving inquiries, and transactional processing (trade completion, execution, and settlement).
  • Serve as a point of contact for clients and assist in communication internally with operating areas, and externally with clients, Investment managers, and Administrators.
  • Participate in the preparation and completion of trade documentation and ensure cash instruction verification is completed accurately and expeditiously.
  • Assist in processing updates to client accounts and company records to ensure timely and correct management.
  • Maintain and update the daily transactional workflow of assigned trades and support the team as a resource in completing daily tasks.
  • Ensure client processing of transactions is handled correctly and timely through settlement.

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

  • Bachelor's degree preferred.
  • 5-7 years of total work experience preferred.
  • Experience in brokerage processing preferred.
  • Applicable local/regional licenses or certifications as required by the business.

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.

Job Identification 70916

Job Category Client Processing

Base Salary Min 52000

Base Salary Max 56000

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