Senior Specialist, Client Operations

BNY Mellon; Houston (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

BNY Mellon in Houston, TX is seeking a Senior Specialist, Client Operations to own end-to-end trade processing through settlement and to lead a team focused on accuracy, efficiency, and risk management.

The role emphasizes client service, stakeholder communication, regulatory compliance, and continuous improvement, including embracing digital tools and AI to streamline operations and reduce risk.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 5-7 years of experience in corporate trust or related field within financial services.
• Good experience of Trade processing, reconciliation, client service and people management.
• Demonstrated leadership and collaboration across diverse teams with strong interpersonal skills.
• Experience in holding teams accountable to department KPIs and conducting annual performance reviews.
• Interest in continuous learning and delivery of process improvements including digital tools and AI.

Responsibilities

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

Skills

Trade processing

Client relationship management

People management

Regulatory/compliance awareness

Digital/AI mindset

Stakeholder communication

Team leadership

Education

Bachelor's degree in Business, Finance, or related field

Tools

Trade processing systems

CRM software

Job description

We're seeking a future team member for the role of Senior Specialist, Client Operations to join our team. This role is located in Houston, TX.

In this role, you'll make an impact in the following ways:

• 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

To be successful in this role, we're seeking the following:

• Bachelor's degree in Business, Finance, or related field required.


• Advanced degree or professional certifications in finance or business administration preferred.


• 5-7 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.