Senior Client Processing & AI Solutions Lead

BNY Mellon; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

BNY Mellon in Houston is seeking a client service investigator to respond to queries, provide clear updates, and sustain a positive client experience throughout investigations.

The role emphasizes solving complex problems with deep system knowledge, collaboration across diverse teams, and leadership responsibilities including reviewing and training others, plus driving process improvements with AI and digital tools.

Qualifications

• Bachelor's degree or equivalent required.
• 5-7 years of total work experience in transaction processing / investigations in financial services preferred.
• Experience in brokerage processing preferred.
• Licenses or certifications as required by the business.
• Strong leadership and team management abilities.
• Excellent problem-solving and analytical skills.
• Effective communication and collaboration across diverse teams.

Responsibilities

• Respond to queries promptly to support client service and ensure a positive client experience.
• Solve complex problems based on system understanding and knowledge.
• Provide solutions to internal and external clients by integrating area knowledge with industry standards.
• May allocate and check work of other team members and perform supervisory review or training.
• Contribute to team objectives and process improvements using AI and digital tools.

Skills

Analytical skills

Problem-solving

Communication skills

Leadership

Education

Bachelor's degree

Job description

BNY Mellon in Houston is seeking a client service investigator to respond to queries, provide clear updates, and sustain a positive client experience throughout investigations.

The role emphasizes solving complex problems with deep system knowledge, collaboration across diverse teams, and leadership responsibilities including reviewing and training others, plus driving process improvements with AI and digital tools.