Specialist, Client Processing Representative II

BNY; Dallas (TX); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

BNY is seeking a detail-oriented operations professional in Dallas to monitor client service activities, review metrics, and coordinate with internal teams and external vendors. The role focuses on ensuring service standards and controls, while supporting product changes and system testing for high‑value transactions.

The ideal candidate has strong communication, writing abilities, and time management, with 7+ years of technical/management experience and a preference for a Bachelor’s degree.

Formación

• High school/secondary school or the equivalent is required.
• Bachelor's degree preferred.
• 7+ years of technical and management experience.
• 3-5 years of total work experience preferred.
• Excellent communication and writing abilities.
• Demonstrated ability to coordinate transmission files and cross-functional groups.
• Attention to detail and strong time management.

Responsabilidades

• Monitor routine and non-routine client service and transactional support activities to ensure adherence to service standards and controls.
• Review daily operational metrics and vendor performance reports; identify trends, raise concerns, and track corrective actions.
• Liaise with internal teams and external vendors to support timely issue resolution and service delivery.
• Support oversight of product changes, enhancements, and system testing to ensure operational readiness and accurate processing of high-value transactions.
• Execute quality control reviews, facility audits, and client due diligence assessments to identify risks and support compliance with policy and procedural requirements.

Conocimientos

Communication skills

Writing abilities

Attention to detail

Time management

Problem solving

Self-management

Excel

Educación

High school diploma or equivalent

Bachelor's degree preferred

Herramientas

Microsoft Office (Excel)

Descripción del empleo

Job Description

• Monitor routine and non-routine client service and transactional support activities to ensure adherence to service standards and controls.
• Review daily operational metrics and vendor performance reports; identify trends, raise concerns, and track corrective actions.
• Liaise with internal teams and external vendors to support timely issue resolution and service delivery.
• Support oversight of product changes, enhancements, and system testing to ensure operational readiness and accurate processing of high-value transactions.
• Execute quality control reviews, facility audits, and client due diligence assessments to identify risks and support compliance with policy and procedural requirements.

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

• Monitor routine and non-routine client service and transactional support activities to ensure adherence to service standards and controls.
• Review daily operational metrics and vendor performance reports; identify trends, raise concerns, and track corrective actions.
• Liaise with internal teams and external vendors to support timely issue resolution and service delivery.
• Support oversight of product changes, enhancements, and system testing to ensure operational readiness and accurate processing of high-value transactions.
• Execute quality control reviews, facility audits, and client due diligence assessments to identify risks and support compliance with policy and procedural requirements.

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

• High school/secondary school or the equivalent combination of education and experience is required.
  • Bachelor's degree preferred.
• 7 plus years of technical and management 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.