Specialist, Client Operations II

BNY Mellon • Los Angeles, CA

1d • $52,000 - $106,000 • Onsite

About The Position

BNY is seeking a Specialist, Client Operations II to join its Corporate Trust team in Los Angeles, California. The role supports Corporate Trust and Custody Services, overseeing trade processing through settlement and serving as a key contact for institutional clients, internal teams, counterparties, and correspondent banks. Responsibilities include custody deal servicing, wire payments and cash movements, SWIFT message processing, bond market settlement, tax documentation coordination, query resolution, client reporting, and process improvement. The role must ensure work is completed accurately and on time, meets service-level agreements, and complies with internal controls, regulatory requirements, and audit standards.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• Typically 3–5 years of experience in corporate trust or a related field within financial services.
• Excellent verbal and written communication skills and the ability to manage client relationships professionally.
• Strong analytical and problem-solving skills with high attention to detail.
• Ability to work under pressure, manage multiple priorities, and meet strict deadlines.
• Proficiency in Microsoft Office, including Excel and Outlook.

Nice To Haves

• Advanced degree or professional certifications in finance or business administration.
• Working knowledge of domestic and cross-border wire payment processing.
• Good understanding of SWIFT messaging standards, including MT/MX message types used in payments and securities settlement.
• Hands-on experience with bond market settlement processes, including the fixed-income trade lifecycle, corporate actions, and fails or claims.
• Practical exposure to syndicate loan operations, including drawdowns, rollovers, and agency servicing.
• Familiarity with custody or settlement platforms.

Responsibilities

• Own end-to-end trade processing through settlement, including task allocation, controls, quality, and risk management.
• Act as the primary point of contact for process queries, client escalations, and senior stakeholder communications.
• Serve as the primary contact for assigned institutional clients, managing day-to-day custody deal servicing and query resolution.
• Process, review, and monitor wire payments and cash movements for accuracy and timely execution.
• Interpret, generate, and troubleshoot SWIFT MT/MX messages related to trade settlement and cash or securities movements, including MT540–MT548, MT202, and MT103.
• Coordinate with internal teams to support timely trade settlement, monitor cash and par-position breaks, and drive resolution of outstanding breaks.
• Support bond market settlement activities, including trade matching, fails management, and coupon and redemption processing.
• Coordinate with the internal tax team and clients to ensure portfolios are fully tax documented and compliant.
• Coordinate between clients and internal operations teams to research, track, and resolve client queries within SLA.
• Maintain working relationships with clients, counterparties, and correspondent banks.
• Prepare client reporting, respond to inquiries, and escalate issues as appropriate to ensure SLA adherence.
• Identify process improvement opportunities and support automation and efficiency initiatives.
• Ensure activities comply with internal controls, regulatory requirements, and audit standards.

Benefits

• Competitive compensation and benefits and wellbeing programs.
• Flexible global resources and tools.
• Paid leaves, including paid volunteer time, vacation, and sick time, depending on the position offered.
• Eligibility to enroll in a 401(k) plan.
• Company-sponsored medical, dental, vision, and basic life insurance plans for eligible employees and dependents.
• Potential eligibility for an annual discretionary incentive award.

What This Job Offers

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