Specialist, Client Operations II

BNY; Los Angeles (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

BNY in Los Angeles, CA is seeking a skilled trade processing professional to own end-to-end settlement activities and related controls.

You will be the primary contact for process queries, client escalations, and senior stakeholders, coordinating with internal teams to ensure timely settlement, accurate wire payments, and compliant operations within SLA. Strong SWIFT knowledge and client relationship skills are essential.

Qualifications

• Bachelor’s degree required; advanced degree preferred.
• Experience in corporate trust or related financial services field (3–5 years).
• Knowledge of wire payments and SWIFT messaging is a plus.

Responsibilities

• Own end-to-end trade processing through settlement, including task allocation, controls, and risk management.
• Serve as primary contact for process queries, client escalations, and senior stakeholders.
• Manage day-to-day custody deal servicing for institutional clients and resolve queries.
• Process and review wire payments and cash movements with accuracy and timeliness.
• Interpret and troubleshoot SWIFT messages related to settlement and movements.
• Coordinate with internal teams to ensure timely settlement and resolve breaks.
• Support bond market settlement activities and coupon processing.
• Coordinate tax documentation for portfolios in collaboration with internal tax team.
• Maintain relationships with clients, counterparties, and correspondent banks.
• Prepare client reporting and ensure SLA adherence.
• Identify process improvements and support automation initiatives.
• Ensure compliance with internal controls, regulatory requirements, and audits.

Skills

Trade processing

SWIFT MT/MX

Client relationship management

Stakeholder communication

Attention to detail

Education

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

Advanced degree or professional certifications preferred

Tools

MS Office

Custody/Settlement platforms

Job description

We’re seeking a future team member for the role of

Los Angeles, California

• 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 3-5 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

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.