Specialist, Client Processing 1

BNY Mellon•Houston, TX

About The Position

The Specialist - Client Processing I joins the Client Processing team in Houston, Texas. The role performs routine and non-routine client service and transactional support, coordinates with other organizational units to ensure timely service or resolve issues, processes account-related transactions according to scheduled events or authenticated client instructions, and handles situations that may require adapting responses or conducting extensive research.

Requirements

  • Bachelor’s degree or an equivalent combination of education and experience.

Nice To Haves

  • 0–3 years of total work experience is preferred.
  • Experience in brokerage processing is preferred.

Responsibilities

  • Perform routine and non-routine client service and transactional support functions.
  • Work with other organizational units and teams to ensure timely service delivery or resolve issues.
  • Process account-related transactions according to scheduled events or authenticated client instructions.
  • Manage situations that may require adapting a response or conducting extensive research, based on the client response.
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