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Client Processing Representative Jobs (NOW HIRING)

BNY

Associate, Client Processing II

Pittsburgh, PA · On-site

We're seeking a future team member for the role of Associate, Client Processing to join our Custody Trade Services team. This role is located in Pittsburgh. In this role, you'll make an impact in the ...

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How much do client processing representative jobs pay per hour?

As of Jun 8, 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
Senior Representative, Client Processing - RAM

Senior Representative, Client Processing - RAM

T Rowe Price

Colorado Springs, CO • Hybrid

$19 - $26.25/hr

Other

Posted 24 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Role Summary

Provides advanced support to clients and processing of client transactions. Completes advanced analyses and reporting.

Responsibilities

  • Reviews and processes moderately complex transactions; reviews requests for proper documentation and authorization; performs necessary research in account history.
  • May perform quality checks of transaction processed by other team members. Identifies and takes action on errors; researches and implements prevention plans to minimize similar errors in the future; maintains departmental standards for quality and productivity.
  • Works with more senior associates on projects designed to improve business processes. Proactively identifies and recommends areas where improvements to straightforward transaction processing or client support can be improved.
  • Continues to develop knowledge of clients and client requirements. Works to develop mastery over firm policies and practices and identifies issues and areas of improvement where applicable.
  • Communicates either verbally or in writing with clients.

Qualifications

Required:

  • High school/secondary school or the equivalent combination of education and relevant experience AND
  • 1+ years of total relevant work experience

Preferred:

  • Minimum of 6 months of IICP Processing experience
  • Experience in Back Office processing
  • Experience using Salesforce, TA Hub and DST
  • Financial Industry knowledge

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.

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