Specialist, Client Processing Representative II

BNY Mellon; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

BNY in Dallas, TX is seeking a senior operations professional to support client service and transactional activities while ensuring compliance with standards. You will review metrics, coordinate with vendors, oversee product changes and testing, and perform quality reviews to identify risks and assure policy compliance.

The role requires 7+ years of technical and management experience, strong communication skills, and the ability to manage workload with attention to detail.

Qualifications

• High school diploma or equivalent 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.

Responsibilities

• 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.

Skills

Communication

Written communication

Attention to detail

Problem solving

Time management

Self-management

Prioritization

Education

High school diploma

Bachelor's degree preferred

Tools

Excel

Microsoft Office

Job description

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.