Specialist, Client Processing Representative II

BNY Mellon • Dallas, TX

1d

About The Position

The Specialist, Client Processing Representative II monitors client service and transactional support activities to ensure adherence to service standards and controls. The role reviews operational metrics and vendor reports, identifies trends and concerns, tracks corrective actions, and coordinates with internal teams and external vendors to resolve issues and support service delivery.

The position also supports oversight of product changes, enhancements, and system testing to ensure operational readiness and accurate processing of high-value transactions. It conducts quality control reviews, facility audits, and client due diligence assessments to identify risks and support compliance with policies and procedures. The organization welcomes candidates with the listed skills or a willingness to learn its processes, including individuals interested in growing with the department.

Requirements

• High school/secondary school education or an equivalent combination of education and experience.
• 7+ years of technical and management experience.
• Excellent communication and writing abilities.
• Demonstrated ability to prepare transmission files and coordinate with cross-functional groups.
• Attention to detail.
• Problem-solving, critical-thinking, time-management, and communication skills.
• Ability to self-manage, prioritize, and execute workload.
• Prior experience with Microsoft Office applications, especially Excel.

Nice To Haves

• Bachelor's degree preferred.
• 3–5 years of total work experience preferred.
• Willingness to learn the organization's processes and interest in growing with the department.

Responsibilities

• Monitor routine and non-routine client service and transactional support activities for adherence to service standards and controls.
• Review daily operational metrics and vendor performance reports; identify trends, raise concerns, and track corrective actions.
• Liaise with internal teams and external vendors to support timely issue resolution and service delivery.
• Support oversight of product changes, enhancements, and system testing to ensure operational readiness and accurate processing of high-value transactions.
• Execute quality control reviews, facility audits, and client due diligence assessments to identify risks and support compliance with policy and procedural requirements.
• Prepare transmission files and coordinate with cross-functional groups.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED