Senior Specialist, Client Processing

BNY; Houston (TX); On-site; USD 85,000 - 110,000; Full time

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.

Skills

Leadership

Analytical skills

Communication

Team management

Education

Bachelor's degree

Job description

Job Description

• Supports client service by responding to queries promptly, providing clear and accurate updates, and helping to ensure a positive client experience throughout the investigation lifecycle.
• Solves complex problems based on an understanding and knowledge of the intricacies of the system.
• Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients. Provides support to lower-level client processing roles.
• May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review, training and approval actions.
• Contributes to the achievement of related team’s objectives including process improvement using AI and other digital tools available.

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

• Supports client service by responding to queries promptly, providing clear and accurate updates, and helping to ensure a positive client experience throughout the investigation lifecycle.
• Solves complex problems based on an understanding and knowledge of the intricacies of the system.
• Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients. Provides support to lower-level client processing roles.
• May be responsible for allocating and checking work of other team members. May be responsible for specific supervisory review, training and approval actions.
• Contributes to the achievement of related team’s objectives including process improvement using AI and other digital tools available.

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

• 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.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets.

Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about.

Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job‑related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company‑sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.