Specialist, Client Service Representative

BNY Mellon; Town of Florida (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

BNY Mellon, Lake Mary, FL, seeks a Specialist, Client Processing to join the GSS Enablement team. You will facilitate end‑to‑end repo workflows (trade, collateral, liquidity) and monitor operational exceptions to ensure timely settlements.

Ideal candidates have a Bachelor's degree, 0–3 years experience, and strong analytical and communication skills, with a focus on risk controls and process improvements, including potential AI initiatives.

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required.
• Finance, business, economics, accounting, or business preferred
• 0-3 years of total work experience is preferred.
• Strong analytical and problem-solving skills with ability to triage exceptions quickly and drive timely resolution across internal and external stakeholders.
• Demonstrate operational risk and control mindset with ability to follow procedures, document evidence, and meet tight deadlines and cutoffs.
• Clear written and verbal communication skills, comfortable engaging with clients, market partners, and internal stakeholders in a fast-paced environment.
• Preferred qualifications: Back-office operations experience in financial services
• Familiarity of US triparty repo mechanics and US treasury clearing processes
• Exposure to industry change programs such as US treasury central clearing, US treasury 24x7, or Equities 23x5, etc.
• Understanding of regulatory frameworks and risk management best practices.
• Experience with enterprise-level continuous improvement projects, workflow automation, or artificial intelligence initiatives.

Responsibilities

• Facilitate end to end repo workflows including trade, collateral, and liquidity management.
• Monitor and resolve operational exceptions in real time such as breaks, collateral shortfalls, pledges, releases, and wire issues.
• Daily reconciliations across our proprietary systems will be essential, with responsibility for resolving exceptions and ensuring timely settlements.
• Troubleshoot collateral optimization tasks given specific client parameters including eligibility, concentration, and liquidity constraints.
• Collaborate with technology, client service, risk, and product teams to address operational exceptions and driving enterprise initiatives.
• Maintain comprehensive documentation, procedures, and evidence of controls whilst contributing to operational metrics and reporting.
• Identify process improvement opportunities such as automation and workflow enhancements and explore AI integration to reduce manual touchpoints.

Skills

Analytical skills

Problem solving

Written and verbal communication

Operational risk mindset

Cross-functional collaboration

Process improvement

AI initiatives

Education

Bachelor's degree

Tools

US triparty repo mechanics

US treasury clearing processes

Job description

We're seeking a future team member for the role of Specialist, Client Processing to join our GSS Enablement team. This role is located in Lake Mary, FL.

• In this role, you'll make an impact in the following ways:
• Facilitate end to end repo workflows including trade, collateral, and liquidity management.
• Monitor and resolve operational exceptions in real time such as breaks, collateral shortfalls, pledges, releases, and wire issues.
• Daily reconciliations across our proprietary systems will be essential, with responsibility for resolving exceptions and ensuring timely settlements.
• Troubleshoot collateral optimization tasks given specific client parameters including eligibility, concentration, and liquidity constraints.
• Collaborate with technology, client service, risk, and product teams to address operational exceptions and driving enterprise initiatives.
• Maintain comprehensive documentation, procedures, and evidence of controls whilst contributing to operational metrics and reporting.
• Identify process improvement opportunities such as automation and workflow enhancements and explore AI integration to reduce manual touchpoints.
• To be successful in this role, we're seeking the following:
• Bachelor's degree or the equivalent combination of education and experience is required.
• Finance, business, economics, accounting, or business preferred
• 0-3 years of total work experience is preferred.
• Strong analytical and problem-solving skills with ability to triage exceptions quickly and drive timely resolution across internal and external stakeholders.
• Demonstrate operational risk and control mindset with ability to follow procedures, document evidence, and meet tight deadlines and cutoffs.
• Clear written and verbal communication skills, comfortable engaging with clients, market partners, and internal stakeholders in a fast-paced environment.
• Preferred qualifications:
• Back-office operations experience in financial services
• Familiarity of US triparty repo mechanics and US treasury clearing processes.
• Exposure to industry change programs such as US treasury central clearing, US treasury 24x7, or Equities 23x5, etc.
• Understanding of regulatory frameworks and risk management best practices.
• Experience with enterprise-level continuous improvement projects, workflow automation, or artificial intelligence initiatives.