Vice President, Client Processing

BNY; Houston (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

BNY is seeking a Vice President, Client Service Operations in Houston to lead client operations, ensure accurate processing, and resolve client issues with strong attention to detail.

The role emphasizes proactive communication, cross-functional teamwork with Operations, Risk/Compliance, and Technology, and ongoing process improvements to enhance client outcomes.

Qualifications

• Bachelor’s degree in business, Finance, or related field required.
• Advanced degree or professional certification preferred.
• Typically 7–12 years of experience in client service operations.

Responsibilities

• Handle client relationships and manage client accounts, with clear, proactive communication.
• Monitor and resolve exceptions across cash, securities, and commercial paper workflows.
• Collaborate with Operations, Client Service, Risk/Compliance, and Technology to remediate issues.
• Support onboarding, account setup, and validation of settlement instructions.
• Prepare procedural docs, metrics, and reporting; drive continuous improvement.
• Ensure adherence to risk, compliance, and control frameworks and SOPs.

Skills

Client service

Communication

Issue resolution

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in business, Finance, or related field

Advanced degree preferred

Tools

SWIFT

Fedwire

DTCC/NSCC

Custodians

Job description

JOB DESCRIPTION

Position based in Houston, Texas

• Handling client relationships and managing client’s accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external clients
• Monitor, investigate, and resolve exceptions, breaks, and inquiries across cash, securities, and commercial paper workflows; escalate issues appropriately
• Collaborate with cross‑functional teams (Operations, Client Service, Risk/Compliance, Technology) to resolve complex issues and implement remediation plans
• Support new client onboarding, account setup, and validation of settlement instructions where applicable
• Prepare and maintain procedural documentation, metrics, and reporting; contribute to continuous improvement initiatives
• Ensure adherence to operational risk, compliance, and control frameworks; follow established SOPs while identifying opportunities for process improvement

Position Summary

The Vice President, Client Service Operations

The Vice President, Client Service Operations is a pivotal role within BNY, focusing on leading and enhancing client operations . The ideal candidate excels in client services (internal and external), operates effectively under tight timelines, and demonstrates rigorous attention to detail. This role supports day‑to‑day operational execution, exception management, and client issue resolution to ensure accurate, timely processing, and outstanding client outcomes.

Position based in Houston, Texas

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

• Handling client relationships and managing client’s accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external clients
• Monitor, investigate, and resolve exceptions, breaks, and inquiries across cash, securities, and commercial paper workflows; escalate issues appropriately
• Collaborate with cross‑functional teams (Operations, Client Service, Risk/Compliance, Technology) to resolve complex issues and implement remediation plans
• Support new client onboarding, account setup, and validation of settlement instructions where applicable
• Prepare and maintain procedural documentation, metrics, and reporting; contribute to continuous improvement initiatives
• Ensure adherence to operational risk, compliance, and control frameworks; follow established SOPs while identifying opportunities for process improvement

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

• Bachelor’s degree in business, Finance, or a related field.
  • Advanced degree or professional certification preferred.
• Typically, 7-12 years of experience.
• Familiarity with market utilities and messaging (e.g., SWIFT, Fedwire, DTCC/NSCC, custodians, counterparties) preferred
• Excellent communication and interpersonal skills to collaborate effectively with stakeholders. Proven client service experience across internal stakeholders and external institutional clients
• Demonstrated ability to operate within tight timelines and market cutoffs with high accuracy and accountability
• Exceptional attention to detail with a strong control mindset and familiarity with audit and risk requirements

Skills & Competencies

• Excellent communication and interpersonal skills to collaborate effectively with stakeholders. Proven client service experience across internal stakeholders and external institutional clients
• Demonstrated ability to operate within tight timelines and market cutoffs with high accuracy and accountability
• Exceptional attention to detail with a strong control mindset and familiarity with audit and risk requirements
• Solid understanding of settlement cycles, market infrastructure, and standard messaging/confirmation processes

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.