Specialist, Client Processing II

BNY; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

BNY is seeking a detail-oriented professional based in Dallas, TX to support client service and transactional processing. You will provide analytics and reporting, coordinate with cross-functional groups, and participate in product development and testing to ensure efficient high-value transaction processing.

A Bachelor’s degree and 3–5 years’ experience are preferred. Ideal candidates communicate well, manage deadlines, and continuously improve processes using MS Office tools, especially Excel.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 3–5 years of total work experience preferred.
• Excellent communication and writing abilities
• Demonstrated ability to prepare transmission files and coordinate with cross-functional groups
• Attention to detail
• Problem solving, critical thinking, time management and communication
• Ability to self-manage, prioritize, and execute workload
• Prior experience with Microsoft Office applications, especially Excel
• Willingness to learn our processes and grow with the department

Responsibilities

• Perform routine and non-routine client service and transactional support functions.
• Provide analytics and reporting services, working to improve and automate transaction processing systems.
• Advise organizational units/teams to ensure timely delivery of service or resolution of issues.
• Participate in product development, enhancement, and system testing to ensure accurate and efficient processing of high value transactions.

Skills

Communication

Writing

Attention to detail

Problem solving

Time management

Self-management

Education

Bachelor’s degree or equivalent

Tools

Microsoft Excel

MS Office

Job description

Job Description

• Perform routine and non-routine client service and transactional support functions.
• Provide analytics and reporting services, working to improve and automate transaction processing systems.
• Advise organizational units/teams to ensure timely delivery of service or resolution of issues.
• Participate in product development, enhancement, and system testing to ensure accurate and efficient processing of high value transactions.

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

• Perform routine and non-routine client service and transactional support functions.
• Provide analytics and reporting services, working to improve and automate transaction processing systems.
• Advise organizational units/teams to ensure timely delivery of service or resolution of issues.
• Participate in product development, enhancement, and system testing to ensure accurate and efficient processing of high value transactions.

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

• Bachelor’s degree or the equivalent combination of education and experience.
• 3-5 years of total work experience preferred.
• Excellent communication and writing abilities
• Demonstrated ability to prepare transmission files and coordinate with cross-functional groups
• Attention to detail
• Problem solving, critical thinking, time management and communication
• Ability to self-manage, prioritize, and execute workload
• Prior experience with Microsoft Office applications, especially Excel
• We are looking for an individual that possesses these skills or the willingness to learn our processes. We are also interested in individuals who are looking to grow as our department is growing and changing every year.

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.