Specialist, Client Processing Representative II

BNY; Boston (MA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Wellness programs

Paid volunteer time

Various paid time off benefits

Job summary

BNY is looking for a Specialist, Client Processing Representative II to lead the operations of a client processing support team in Boston. This role involves serving as the main contact for clients and ensuring efficient management of client accounts.

The ideal candidate will possess strong leadership skills, 7+ years of management experience, and preferably a background in financial services. BNY offers competitive benefits, including paid volunteer time and various paid time off.

Qualifications

• High school or secondary education required; bachelor’s degree preferred.
• 7+ years of technical and management experience preferred.
• Experience in the securities or financial services industry is a plus.
• Applicable local/regional licenses or certifications as required by the business.
• Demonstrated experience leading small‑to‑medium teams, providing work direction, training, quality review, and supervisory approvals.

Responsibilities

• Lead the day‑to‑day operations of a small‑to‑medium client processing support team.
• Serve as the primary point of contact for clients.
• Participate in processing updates to client accounts and company records.
• Handle complex client inquiries and requests.
• Work closely with technology and systems teams.
• Train staff in technical tools, skills, and specific client support activities.
• Allocate and check the work of other team members.
• Support the achievement of team objectives.

Job description

Specialist, Client Processing Representative II

Location: Boston, MA. This role is part of the Fund and IS Client Ops team at BNY.

Responsibilities

• Lead the day‑to‑day operations of a small‑to‑medium client processing support team, providing work direction and technical assistance on complex matters.
• Serve as the primary point of contact for clients, communicating needs and issues internally with operating areas and externally with clients.
• Participate in processing updates to client accounts and company records to ensure accurate and timely management.
• Handle complex client inquiries and requests, identifying, investigating, and resolving escalated or complex problems in client accounts or company records.
• Work closely with technology and systems teams to ensure system efficiency and incorporate necessary risk mitigations.
• Train staff in technical tools, skills, and specific client support activities to maximize team contribution and ensure compliance with company policies and industry regulations.
• Allocate and check the work of other team members and perform specific supervisory review and approval actions as needed.
• Support the achievement of team objectives.

Qualifications

• High school or secondary education required; bachelor’s degree preferred.
• 7+ years of technical and management experience preferred.
• Experience in the securities or financial services industry is a plus.
• Applicable local/regional licenses or certifications as required by the business.
• Demonstrated experience leading small‑to‑medium teams, providing work direction, training, quality review, and supervisory approvals.

Benefits

BNY offers competitive compensation, benefits, and wellness programs, including paid volunteer time and various paid time off benefits. Salary and additional incentives are based on market data and individual performance.

Equal Employment Opportunity

BNY is an Equal Employment Opportunity/Affirmative Action Employer. We are committed to a diverse and inclusive workforce.