Senior Specialist, Client Processing
About The Position
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 Senior Specialist, Client Processing to join our team. This role is located in Los Angeles, CA.
Requirements
- Bachelor’s degree or an equivalent combination of education and experience is required.
- Strong analytical, problem-solving, communication, and organizational skills, with close attention to detail and risk controls.
Nice To Haves
- 5-7 years of client-facing, lending, brokerage, or financial-services operations experience is preferred.
- Experience with Non-Purpose Lending, securities-backed lending, pledged accounts, collateral management, or brokerage processing is strongly preferred.
Responsibilities
- Provide complex analytics, reporting, and operational support for Non-Purpose Lending accounts and transactions, identifying opportunities to improve and automate processes.
- Manage moderate to complex client and advisor inquiries related to Lending products and services.
- Partner with internal teams to support timely processing and issue resolution.
- Monitor requests and exceptions to ensure documentation, approvals, and account requirements are completed accurately and within established service levels.
- Participate in process improvements, product enhancements, and system testing that support accurate and efficient processing of Lending transactions.
- Research and resolve complex issues using a strong understanding of Lending products, systems, and procedures.
- Apply industry knowledge, sound judgment, and risk awareness to deliver effective solutions for internal and external clients.
- Allocate work, review completed requests and provide guidance to team members as needed.
- May perform designated supervisory reviews, training, and approval activities, as assigned.
- Contribute to team objectives by supporting a consistent, controlled, and client-focused lending experience.
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- access to flexible global resources and tools
- generous paid leaves
- paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Senior
