Specialist, Client Processing Representative II

BNY Mellon; Westborough, Northern (MA, KY); Hybrid; USD 95,000 - 125,000; Full time

Job summary

BNY Mellon in Boston, MA is seeking a Specialist, Client Processing Representative II to lead the day-to-day operations of a client processing team within the Fund and IS Client Ops group.

You will serve as the primary client contact, resolve complex inquiries, collaborate with technology teams to enhance system efficiency, and train staff to ensure compliance with policies and regulations.

Qualifications

• HS diploma or equivalent required; bachelor’s degree preferred.
• 7+ years of technical and management experience preferred.
• Experience in the securities or financial services industry is a plus.

Responsibilities

• Lead the day-to-day operations of a 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 and externally.
• 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 risk mitigations.
• Train staff in technical tools, skills, and client support activities to maximize team contribution and ensure compliance with policies and regulations.
• Allocate and check the work of other team members and perform supervisory reviews and approvals as needed.
• Support the achievement of team objectives.

Skills

Team leadership

Client service

Operations management

Financial services knowledge

Education

High school diploma or equivalent

Bachelor's degree preferred

Job description

Specialist, Client Processing Representative II

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 and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Specialist, Client Processing Representative II, to join our Fund and IS Client Ops team. This role is located in Boston, MA.

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

• Lead the day-to-day operations of a small- to medium-sized 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.

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

• High school/secondary school or equivalent combination of education and experience is 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.
• People leadership: Demonstrated experience leading small- to medium-sized teams, providing work direction, training, quality review, and supervisory approvals.

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. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.