Senior Specialist, Client Operations - Corporate Trust and Custody Services

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

Job summary

BNY Mellon in Pittsburgh, PA seeks a Senior Specialist, Client Operations - Corporate Trust and Custody Services to own end-to-end trade processing through settlement and serve as the primary contact for institutional clients.

The role emphasizes timely wire payments, SWIFT messaging handling, and collaboration with internal teams to resolve queries, manage risk, and ensure SLA adherence in a fast-paced financial services environment.

Qualifications

• Bachelor's degree in Business, Finance, or related field required.
• Typically 5–6 years of experience in corporate trust or related field in financial services.
• Strong communication skills (verbal and written) and client‑facing experience.
• Experience with wire payments, settlement processes, and custody platforms is a plus.
• Knowledge of SWIFT messaging standards (MT/MX).

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
• Serve as the primary contact for assigned institutional clients, managing day-to-day custody deal servicing and query resolution
• Process, review, and monitor wire payments and cash movements, ensuring accuracy and timely execution
• Interpret, generate, and troubleshoot SWIFT messages (MT/MX formats, including MT540-MT548, MT202/MT103) related to trade settlement and cash/securities movements
• Coordinate with internal teams to ensure timely trade settlement, monitoring cash and par (position) break performance and driving resolution of outstanding breaks
• Support bond market settlement activities, including trade matching, fails management, and coupon/redemption processing
• Coordinate with the internal tax team and clients to ensure all portfolios are fully tax documented and compliant
• Coordinate between clients and internal operations teams to research, track, and resolve all client queries within SLA
• Maintain strong working relationships with clients, counterparties, and correspondent banks
• Prepare client reporting, respond to inquiries, and elevate issues appropriately to ensure SLA adherence
• Identify process improvement opportunities and support automation/efficiency initiatives
• Ensure all activities comply with internal controls, regulatory requirements, and audit standards

Skills

Analytical skills

Client relationships

Communication skills

Education

Bachelor's degree in Business/Finance

Advanced degree or professional certifications preferred

Tools

SWIFT MT/MX messaging

MS Office (Excel, Outlook)

Job description

We're seeking a future team member for the role of Senior Specialist, Client Operations - Corporate Trust and Custody Services to join our Corporate Trust team. This role is located in Pittsburgh, PA

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
• Serve as the primary contact for assigned institutional clients, managing day-to-day custody deal servicing and query resolution
• Process, review, and monitor wire payments and cash movements, ensuring accuracy and timely execution
• Interpret, generate, and troubleshoot SWIFT messages (MT/MX formats, including MT540-MT548, MT202/MT103) related to trade settlement and cash/securities movements
• Coordinate with internal teams to ensure timely trade settlement, monitoring cash and par (position) break performance and driving resolution of outstanding breaks
• Support bond market settlement activities, including trade matching, fails management, and coupon/redemption processing
• Coordinate with the internal tax team and clients to ensure all portfolios are fully tax documented and compliant
• Coordinate between clients and internal operations teams to research, track, and resolve all client queries within SLA
• Maintain strong working relationships with clients, counterparties, and correspondent banks
• Prepare client reporting, respond to inquiries, and elevate issues appropriately to ensure SLA adherence
• Identify process improvement opportunities and support automation/efficiency initiatives
• Ensure all activities comply with internal controls, regulatory requirements, and audit standards
  

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.
• Typically 5-6 years of experience in corporate trust or related field within financial services.
• Preferred working knowledge of wire payment processing (domestic and cross-border)
• Good understanding of SWIFT messaging standards (MT/MX message types used in payments and securities settlement)
• Hands-on experience with bond market settlement processes (fixed income trade lifecycle, corporate actions, fails/claims)
• Practical exposure to syndicate loan operations (drawdowns, rollovers, agency servicing)
• Excellent verbal and written communication skills, with proven ability to manage client relationships professionally
• Strong analytical and problem-solving skills with high attention to detail
• Ability to work under pressure, manage multiple priorities, and meet strict deadlines
• Proficiency in MS Office (Excel, Outlook); familiarity with custody/settlement platforms is a plus