Senior Specialist, Client Operations

BNY

Dublin

Hybrid

EUR 60,000 - 90,000

Full time

11 days ago

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Job summary

BNY in Dublin is seeking a Senior Specialist to join the Corporate Trust, Client Service team. You will oversee Collateralised Loan Obligations (CLOs) and loan portfolios, ensuring high client experience levels and timely execution with accurate reporting.

Collaborate with Front Office managers, participate in client meetings, and train the support team on deal requirements. Drive process improvements and maintain robust risk controls across global partners.

Qualifications

  • Experience in Corporate Trust or related in financial markets/securities industry (with specific experience in the role of facility/security agent)

Responsibilities

  • Oversee CLOs and loan portfolios to maintain high client experience levels.
  • Manage cash and trade oversight; ensure timely client execution and reporting on portfolio performance.
  • Engage with Front Office Relationship Managers and lead escalation for complex issues.
  • Attend client meetings, produce minutes, and ensure follow-up items are closed.
  • Develop relationships with partners and support teams to standardize processes and improve controls.

Skills

Client Management
Analytical Thinking
Communication
Escalation Handling
Time Management

Tools

Microsoft Excel

Job description

enior Specialist, Corporate Trust, Client Service

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Specialistto join our Corporate Trust, Client Service team. This role is located in Dublin.

In this role, you’ll make an impact in the following ways:
  • Day to day oversight of the assigned Collateralised Loan Obligations (“CLOs”) and /or loan portfolios to ensure high Client Experience Levels
  • Transaction Management: - Cash & Trade (Loans, Bonds etc) Management Oversight – ability to engage with Clients to ensure timely execution, Report Review and preparation on CLO and or loan Portfolio’s Performance, Monitoring of Service Level
  • Collaboration: Continuous dialogue and open communication with Lead Manager and Group Manager on status of work being completed by supporting teams
  • Participate in Client Meetings, ensure minutes, and follow up items are closed out
  • Develop strong working relationships with Front Office Relationship Managers
  • Identify and resolve issues while serving as a high-level escalation point for complex situations and ensure that they are brought to a successful resolution
  • Employee Development: Key role in training of support team on Client and deal specific requirements
  • Partner with Global Group Managers to identify and streamline business operations. Support the efforts to enhance controls by standardizing relevant business processes and consistently managing/monitoring those activities to ensure quality and accuracy. Support key business programs, including business and process improvements which drive greater operational efficiencies and superior client service
  • Serve as an escalation point and communicate effectively with other internal shared services, external investment managers, brokers, and clients. This role sets the directions and tones for the client service administration elements of our business and therefore drives overall client relationships and risk management
  • Partner Management: proactively monitor and manage the activities performed within our business partners and hold regular meetings and elevate any concerns.
To be successful in this role, we’re seeking the following:
  • Experience in Corporate Trust or related in financial markets/securities industry (with specific experience in the role of facility/security agent)
  • Strong Client Management Experience and Ability to review deal governing documents
  • Experience in Loans (syndicated, bi-lateral, real estate) very desirable
  • Solid understanding of the product(s) administered by the group and thorough understanding of risk management and control practices.
  • To proactively monitor and manage the activities performed within our business partners outside of Ireland
  • Effective interpersonal, oral and written communication skills
  • Excellent analytical, organisational and time management skills with the ability to meet tight deadlines
  • Problem solving skills, judgement, and experience to analyze information
  • Proficiency in using Microsoft packages particularly Excel

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a few of our recent awards:
  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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