Senior Client Service & Investigations Lead

BNY

Houston (TX)

On-site

USD 85,000 - 110,000

Full time

13 days ago

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Benefits offered by this job

Competitive compensation

401(k)

Paid time off

Job summary

BNY in Houston seeks a seasoned investigations professional to support client service during the investigation lifecycle, respond to queries, and deliver timely updates. The role emphasizes solving complex problems with deep system knowledge, applying industry standards, and guiding junior team members.

Strong leadership, collaboration, and analytical skills are essential in a fast-paced financial services environment.

Qualifications

Bachelor's degree or the equivalent combination of education and experience is required.
5-7 years of total work experience concentrated in transaction processing / investigations or related field within financial services preferred.
Experience in brokerage processing is preferred.
Applicable local/regional licenses or certifications as required by the business.
Strong leadership and team management abilities.
Excellent problem-solving and analytical skills.
Effective communication and collaboration skills across diverse teams.

Responsibilities

Supports client service by responding to queries promptly and providing clear updates throughout the investigation lifecycle.
Solves complex problems based on system intricacies and knowledge.
Provides solutions to internal and external clients by integrating in-depth area knowledge with industry standards.
May allocate and check work of other team members and oversee supervisory review or training actions.
Contributes to team objectives including process improvement using AI and other digital tools.