Senior Specialist, Client Processing

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

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.