Vice President, Client Service Manager

BNY Mellon

Los Angeles (CA)

On-site

USD 180,000 - 260,000

Full time

6 days ago
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Job summary

BNY is seeking a Vice President, Client Processing in Los Angeles, CA, to lead and enhance client operations across internal and external relationships. The role emphasizes timely, accurate processing, exception resolution, and proactive client service with strong attention to detail.

The successful candidate will drive onboarding, settlement validation, and issue remediation while collaborating with Operations, Risk/Compliance, and Technology.

Qualifications

  • Bachelor's degree in business, Finance, or a related field.

Responsibilities

  • Manage client relationships and service requests with proactive issue follow-up for internal and external clients.
  • Monitor, investigate, and resolve exceptions across cash, securities, and related workflows.
  • Collaborate with Operations, Client Service, Risk/Compliance, and Technology to resolve complex issues and implement remediation plans.
  • Support 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 risk, compliance, and control frameworks; follow SOPs while identifying process-improvement opportunities.

Skills

Leadership
Client Service
Communication
Attention to Detail
SWIFT familiarity

Education

Bachelor's degree (business/finance)

Job description

The Vice President, Client Processing 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 Los Angeles, CA.

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; ...
  • 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, 4-7 years of experience in client service management or a related field, with a track record of leadership and operational excellence.
    • 0-1 years of management experience preferred.
  • 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
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