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Client Processing Representative Jobs (NOW HIRING)

BNY

Specialist, Client Processing Representative II

Boston, MA · On-site

$18.50 - $24.50/hr

Specialist, Client Processing Representative II We're seeking a future team member for the role of Specialist, Client Processing Representative II, to join our Fund and IS Client Ops team. This role ...

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Client Processing Representative information

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How much do client processing representative jobs pay per hour?

As of Sep 9, 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.

What are the key skills and qualifications needed to thrive as a client processing representative?

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.

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.

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Client Processing Representative jobs near you
Infographic showing various Client Processing Representative job openings in the United States as of September 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 70% Physical, 3% Hybrid, and 27% Remote job distribution, with an average salary of $55,591 per year, or $26.7 per hour.

Specialist, Client Processing Representative II

Boston, MA • On-site

BNY
10K+ employees
Learn more about BNYexternal

$18.50 - $24.50/hr

Other

Re-posted 14 days ago

Job description

Specialist, Client Processing Representative II

We're seeking a future team member for the role of Specialist, Client Processing Representative II, to join our Fund and IS Client Ops team. This role is located in Boston, MA.

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

  • Lead the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters.
  • Serve as the primary point of contact for clients, communicating needs and issues internally with operating areas and externally with clients.
  • Participate in processing updates to client accounts and company records to ensure accurate and timely management.
  • Handle complex client inquiries and requests, identifying, investigating, and resolving escalated or complex problems in client accounts or company records.
  • Work closely with technology and systems teams to ensure system efficiency and incorporate necessary risk mitigations.
  • Train staff in technical tools, skills, and specific client support activities to maximize team contribution and ensure compliance with company policies and industry regulations.
  • Allocate and check the work of other team members and perform specific supervisory review and approval actions as needed.
  • Support the achievement of team objectives.

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

  • High school/secondary school or equivalent combination of education and experience is required; bachelor's degree preferred.
  • 7+ years of technical and management experience preferred.
  • Experience in the securities or financial services industry is a plus.
  • Applicable local/regional licenses or certifications as required by the business.
  • People leadership: Demonstrated experience leading small- to medium-sized teams, providing work direction, training, quality review, and supervisory approvals.

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