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Client Processing Representative Jobs (NOW HIRING)

We're seeking a future team member for the role of Specialist, Client Processing Representative - Wealth Services to join our Wealth Services team. This role is located in Berwyn, Pennsylvania In ...

We're seeking a future team member for the role of Specialist, Client Processing Representative - Wealth Services to join our Wealth Services team. This role is located in Berwyn, Pennsylvania In ...

Client Processing - IC1Performs routine and non-routine client service and transactional support ... Our ambition is to build the best global team - one that is representative and inclusive of the ...

Client Processing - IC1Performs routine and non-routine client service and transactional support ... Our ambition is to build the best global team - one that is representative and inclusive of the ...

Client Processing - IC1Performs routine and non-routine client service and transactional support ... Our ambition is to build the best global team - one that is representative and inclusive of the ...

Client Processing - IC1Performs routine and non-routine client service and transactional support ... Our ambition is to build the best global team - one that is representative and inclusive of the ...

Client Processing - IC1Performs routine and non-routine client service and transactional support ... Our ambition is to build the best global team - one that is representative and inclusive of the ...

Client Processing - IC1Performs routine and non-routine client service and transactional support ... Our ambition is to build the best global team - one that is representative and inclusive of the ...

Order Processing Rep

Northwood, OH ยท 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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Client Processing Representative information

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$62

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.

More about Client Processing Representative jobs

What cities are hiring for Client Processing Representative jobs?

Cities with the most Client Processing Representative job openings:

What are popular job titles related to Client Processing Representative jobs?

For Client Processing Representative jobs, the most frequently searched job titles are:

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

Lake Mary, FL โ€ข On-site

BNY
10K+ employees

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago


Job description

We're seeking a future team member for the role of Client Processing - S6 to join our Client Processing team. This role is located in Lake Mary

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

  • Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters.
  • Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients.
  • Participates in processing update to client accounts and company records to ensure they are managed correctly and in a timely manner.
  • Provides support to business and technology managers.
  • Handles complex client inquiries and requests.
  • Identifies, investigates and resolves escalated and/or complex problems in client accounts or company records.
  • Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations.
  • Trains staff in technical tools and skills as well as specific internal or external client support activities to maximize their contribution to the team and ensure compliance with company policies and industry regulations.
  • May be responsible for allocating and checking work of other team members.
  • May be responsible for specific supervisory review and approval actions.
  • Supports the achievement of team objectives.

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

  • High school/secondary school or the equivalent combination of education and experience is required.
  • Bachelor's degree preferred.
  • 7 plus years of technical and management experience preferred.
  • Experience in the securities or financial services industry a plus.
  • Applicable local/regional licenses or certifications as required by the business.

At BNY, our culture speaks for itself, check out the latest BNY news atย BNY Newsroomย &ย BNY LinkedIn

ย 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.ย 

    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.