Senior Specialist, Client Processing

BNY Mellon • Houston, TX

11h

About The Position

In this role, you’ll make an impact by supporting client service through prompt responses, clear and accurate updates, and ensuring a positive client experience throughout the investigation lifecycle. You will solve complex problems by leveraging your understanding of system intricacies and industry standards. This role provides support to lower-level client processing roles and may involve allocating and checking work, as well as supervisory review, training, and approval actions. You will also contribute to team objectives, including process improvement using AI and other available digital tools.

Requirements

• Bachelor's degree or the equivalent combination of education and experience is required.
• Applicable local/regional licenses or certifications as required by the business.
• Strong leadership and team management abilities.
• Excellent problem-solving and analytical skills.
• Effective communication and collaboration skills across diverse teams.

Nice To Haves

• 5-7 years of total work experience concentrated in transaction processing / investigations or related field within financial services preferred.
• Experience in brokerage processing is preferred.

Responsibilities

• Supports client service by responding to queries promptly, providing clear and accurate updates, and helping to ensure a positive client experience throughout the investigation lifecycle.
• 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.
• Provides support to lower-level client processing roles.
• May be responsible for allocating and checking work of other team members.
• May be responsible for specific supervisory review, training and approval actions.
• Contributes to the achievement of related team’s objectives including process improvement using AI and other digital tools available.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior