Specialist, Client Processing Representative II

BNY Mellon • Dallas, TX

2d • $52,000 - $95,000

About The Position

The Client Processing Representative monitors routine and non-routine client service and transactional support activities to ensure adherence to service standards and controls. The role reviews daily operational metrics and vendor performance reports, identifies trends and concerns, and tracks corrective actions. It also coordinates with internal teams and external vendors to resolve issues and support timely service delivery.

The position supports oversight of product changes, enhancements, and system testing to ensure operational readiness and accurate processing of high-value transactions. It also performs quality control reviews, facility audits, and client due diligence assessments to identify risks and support compliance with policies and procedures.

Requirements

• High school/secondary school education or an equivalent combination of education and experience is required.
• Seven or more years of technical and management experience.
• Excellent communication and writing abilities.
• Demonstrated ability to prepare transmission files and coordinate with cross-functional groups.
• Attention to detail.
• Problem-solving, critical-thinking, time-management, and communication skills.
• Ability to self-manage, prioritize, and execute workload.
• Prior experience with Microsoft Office applications, especially Excel.

Nice To Haves

• Bachelor's degree preferred.
• Three to five years of total work experience preferred.

Responsibilities

• Monitor routine and non-routine client service and transactional support activities for adherence to service standards and controls.
• Review daily operational metrics and vendor performance reports; identify trends, raise concerns, and track corrective actions.
• Liaise with internal teams and external vendors to support timely issue resolution and service delivery.
• Support oversight of product changes, enhancements, and system testing to ensure operational readiness and accurate processing of high-value transactions.
• Execute quality control reviews, facility audits, and client due diligence assessments to identify risks and support compliance with policy and procedural requirements.

Benefits

• Competitive compensation.
• Benefits and wellbeing programs.
• Flexible global resources and tools.
• Paid leaves, including paid volunteer time.
• Potential eligibility for an annual discretionary incentive award.
• Eligible employees may enroll in a 401(k) plan.
• Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents.
• Eligible employees may receive paid time off benefits, including vacation and sick time.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED