Senior Specialist, CLO Client Operations
About The Position
We’re seeking a future team member for the role of Senior Specialist, CLO Client Operations to join our Conventional Trust Client Platform team. In this role, you’ll make an impact by performing routine and non-routine client service and transactional support functions, providing analytics and reporting services, and working to improve and automate transaction processing systems. You will advise organizational units/teams to ensure timely delivery of service or resolution of issues, and provide direction to lower-level service roles. You will process account-related transactions per scheduled events or client authenticated direction, answer inquiries, and resolve problems or issues. You will assess needs and suggest/promote alternative approaches to service models. Additionally, you will participate in straightforward product development, product enhancement, and system testing to ensure accurate and efficient processing of high-value transactions. You will solve problems based on an understanding and knowledge of system intricacies, and integrate in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients. You will manage situations requiring adaptation of response or extensive research according to client needs. You may allocate and check work of support team members and be responsible for supervisory review, training, and approval actions. You will contribute to the achievement of team objectives.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- Knowledge of regulatory and legal requirements and BNY corporate policies involving risk and control to support improved business processes through technology.
- Attention to detail
- Problem solving, critical thinking, time management and communication
- Ability to self-manage, prioritize, and execute workload
- Prior experience with Microsoft Office applications, especially Excel
- Applicable local/regional licenses or certifications as required by the business.
Nice To Haves
- 5-7 years of total work experience is preferred.
- Prior experience working in an agile ecosystem, highly preferred
- Experience in brokerage processing is preferred.
Responsibilities
- Perform routine and non-routine client service and transactional support functions.
- Provide analytics and reporting services, working to improve and automate transaction processing systems.
- Advise organizational units/teams to ensure timely delivery of service or resolution of issues.
- Provide direction to lower-level service roles in the successful delivery of support or service.
- Process account-related transactions per scheduled events or client authenticated direction.
- Answer inquiries and resolve problems or issues.
- Assess needs and suggest/promote alternative approaches to service models.
- Participate in straightforward product development, product enhancement, and system testing to ensure accurate and efficient processing of high-value transactions.
- Solve problems based on an understanding and knowledge of system intricacies.
- Integrate in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
- Manage situations requiring adaptation of response or extensive research according to client needs.
- May allocate and check work of support team members and be responsible for supervisory review, training, and approval actions.
- Contribute to the achievement of team objectives.
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- Medical, dental, and vision insurance
- Basic life insurance
- Vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Senior
