Specialist, Client Processing
About the role
This role is located in Houston, TX. In this role, you’ll make an impact by performing routine and non-routine client service and transactional support functions, interacting with other organizational units/teams to ensure timely delivery of service or resolution of issues, and processing account related transactions per scheduled events/client authenticated direction. You’ll manage situations requiring adaptation of response or extensive research, escalating more complex situations to senior colleagues.
Responsibilities
- Perform routine and non-routine client service and transactional support functions
- Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
- Process account related transactions per scheduled events/client authenticated direction
- Manage situations requiring adaptation of response or extensive research, escalating more complex situations to senior colleagues
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required
- 0-3 years of total work experience is preferred
- Experience in brokerage processing is preferred
- Applicable local/regional licenses or certifications as required by the business
Qualifications
- Applicable local/regional licenses or certifications as required by the business
Skills
- Strong communication and interpersonal skills
- Attention to detail and ability to manage multiple tasks simultaneously
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office Suite
Benefits
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.
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.
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. 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.