Specialist, Client Processing II
About The Position
We’re seeking a future team member for the role of Specialist, Client Processing II to join our Corporate Trust team. This role is located in Pittsburgh. In this role, you’ll make an impact by owning the end-to-end Trade processing until settlement, including task allocation, controls, quality, and risk management. You will act as the primary point of contact for process queries, client escalations, and senior stakeholder communication. You will build strong, trusted client relationships and ensure consistent, accurate service delivery. You will ensure full compliance with BNY policies and all regulatory daily, weekly, monthly, and annual requirements, including timely escalation of control breaches. You will lead and manage the team, including workload planning, performance management, coaching, training, and all related people processes. You will monitor team process knowledge and quality, providing regular feedback and driving continuous improvement. You will identify process risks and errors, ensure root cause analysis, and implement sustainable corrective actions. You will drive the Digital and AI agenda by identifying automation opportunities and embedding digital solutions to deliver higher STP, increased efficiency, and reduced operational risk. You will lead and coordinate business and change initiatives impacting day-to-day operations.
Requirements
- Bachelor’s degree in Business, Finance, or related field required.
- Typically 3+ years of experience in corporate trust or related field within financial services.
- Good experience of Trade processing, reconciliation, client service and people management required.
- Strong leadership and collaboration skills across diverse teams, with excellent interpersonal skills for client interactions.
- Experience in holding teams responsible to department KRI’s and undertaking annual performance reviews with teams.
- Demonstrable interest in continuous learning and delivery of process improvements, including the use of digital tools and AI.
Nice To Haves
- Advanced degree or professional certifications in finance or business administration preferred.
Responsibilities
- Own the end-to-end Trade processing until settlement, including task allocation, controls, quality, and risk management
- Act as the primary point of contact for process queries, client escalations, and senior stakeholder communication
- Build strong, trusted client relationships and ensure consistent, accurate service delivery
- Ensure full compliance with BNY policies and all regulatory daily, weekly, monthly, and annual requirements, including timely escalation of control breaches
- Lead and manage the team, including workload planning, performance management, coaching, training, and all related people processes
- Monitor team process knowledge and quality, providing regular feedback and driving continuous improvement
- Identify process risks and errors, ensure root cause analysis, and implement sustainable corrective actions
- Drive the Digital and AI agenda by identifying automation opportunities and embedding digital solutions to deliver higher STP, increased efficiency, and reduced operational risk
- Lead and coordinate business and change initiatives impacting day-to-day operations
Benefits
- highly competitive compensation
- benefits
- wellbeing programs
- access to flexible global resources and tools
- generous paid leaves
- paid volunteer time
- 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
Mid Level
