Client Processing Specialist II

Jobtailor; Pittsburgh (Allegheny County); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a Senior Trade Processing Lead in the United States to own end-to-end processing through settlement, manage a team, and ensure compliance with regulatory requirements. The role focuses on delivering accurate service, building trusted client relationships, and driving process improvements with digital and AI solutions.

The ideal candidate has 3+ years in corporate trust or financial services, strong leadership, and excellent collaboration and communication skills to manage

Qualifications

• Bachelor’s degree in Business, Finance, or related field required.
• Advanced degree or professional certifications preferred.
• Typically 3+ years of experience in corporate trust or related field within financial services.
• Experience in trade processing, reconciliation, client service and people management required.
• Strong leadership with cross-team collaboration and client interactions.

Responsibilities

• Own 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 regulatory requirements, including timely escalation of control breaches.
• Lead and manage the team, including workload planning, performance management, coaching, training, and related people processes.
• Monitor team process knowledge and quality, providing regular feedback and driving continuous improvement.
• Identify process risks and errors, implement root cause analysis and corrective actions.
• Drive the Digital and AI agenda by identifying automation opportunities and embedding digital solutions.
• Lead and coordinate business and change initiatives impacting day-to-day operations.

Skills

Trade Processing

Reconciliation

Risk Management

Performance Management

Root Cause Analysis

Digital Solutions Implementation

Automation Opportunities

Continuous Improvement

Interpersonal Skills

Collaboration

Coaching

Communication

Leadership

Education

Bachelor’s degree in Business or Finance

Advanced degree or professional certifications

Tools

Digital Tools

AI Solutions

Job description

• 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.

Requirements

• Bachelor’s degree in Business, Finance, or related field required.
• Advanced degree or professional certifications in finance or business administration preferred.
• 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.

Core Competencies

Demonstrates expertise in Trade Processing, Client Relationship Management, and Regulatory Compliance within the financial services sector. Proven ability to lead teams, drive process improvements, and implement digital solutions to enhance operational efficiency.

Highest-signal resume keywords

• Trade Processing
• Client Service Management
• Leadership and Team Management
• Regulatory Compliance
• Process Improvement

ATS Optimization Keywords

Hard Skills

• Trade Processing
• Reconciliation
• Risk Management
• Performance Management
• Root Cause Analysis
• Digital Solutions Implementation
• Automation Opportunities Identification
• Continuous Improvement

Soft Skills

• Interpersonal Skills
• Collaboration
• Coaching
• Communication

Certifications & Qualifications

• Advanced Degree in Business or Finance
• Professional Certifications in Finance or Business Administration

Industry Keywords

• Corporate Trust
• Financial Services
• KRI's
• Stakeholder Communication

Tools & Technologies

• Digital Tools
• AI Solutions