Specialist, Client Processing 1
About the role
We’re seeking a future team member for the role of Specialist, Client Processing 1 to join our Conventional Trust Client Platform team. This role is located in Houston, Texas.
Responsibilities
- Performs routine and non-routine client service and transactional support functions.
- Interacts with other organizational units/teams to ensure timely delivery of service, or resolution of issues.
- Processes account related transactions per scheduled events/client authenticated direction.
- Following established procedures, answers inquiries, and resolves problems or issues.
- Manages situations which may require adaptation of response or extensive research according to client response.
- Escalates more complex situations to senior colleagues.
- Integrates area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients.
- Performs complex operational tasks in a product or functional area.
- Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data.
- May be responsible for allocating and checking work of team members.
- May be responsible for specific supervisory review and approval actions.
- Contributes to the achievement of team objectives.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience
- 0-3 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
Qualifications
- The role requires a Bachelor’s degree or the equivalent combination of education and experience.
- Experience in a similar role is preferred but not required.
- Strong communication and problem-solving skills are essential.
- Proficiency in Microsoft Office, particularly Excel, is required.
Skills
- Excellent communication and writing abilities
- Attention to detail
- Problem solving and critical thinking
- Time management and communication skills
- Ability to self-manage and prioritize workload
- Experience with Microsoft Office applications, especially Excel
Benefits
We offer highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence. 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.
Pay
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.
Schedule
Details of the schedule will be provided if an employee receives an offer of employment.
Company Information
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
- Highest competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence.
- 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.
EEO/Affirmative Action Employer
We are an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.