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Client Processing Representative Jobs (NOW HIRING)

BNY

Specialist, Client Processing Representative II

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Conduct complex, manual processing of updates to client accounts or company records and perform reconciliations such as cash breaks and position differences. * Serve as the primary point of contact ...

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How much do client processing representative jobs pay per hour?

As of Aug 15, 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?

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
Infographic showing various Client Processing Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 12% Part Time, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $55,591 per year, or $26.7 per hour.

Specialist, Client Processing Representative

BNY

Manhattan, NY

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description


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 Specialist, Client Processing to join our Client Processing team. This role is located in Lake Mary, Florida and will require you to be in-office four days. 

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

  • Provides complex analytics and reporting services, working to improve and automate Client Processing systems.

  • Manages moderate to complex external client issues.

  • Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue.

  • Meets with organizational units/teams to ensure problems and issues are being addressed appropriately and that they are resolved in a timely manner.

  • Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.

  • Solves complex problems based on an understanding and knowledge of the intricacies of the system.

  • Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.

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 total work experience is preferred.

  • Experience in brokerage processing is preferred.

  • Applicable local/regional licenses or certifications as required by the business.

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.

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 expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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