Specialist, Client Processing II

About the role

The Specialist, Client Processing II supports operational activities within Banking Transaction Services (BTS) Operations as part of BNY A.M.P. This role is located in Pittsburgh, PA or Lake Mary, FL.

Responsibilities

• Support daily operational processing and service activities across Banking Transaction Services functions
• Aid with broker support activities, including account-related processes, reconciliation, billing, and settlement support
• Perform routine operational tasks in accordance with established procedures, service level expectations, and control requirements
• Investigate and resolve operational exceptions, breaks, and issues in a timely manner, escalating as needed
• Support payment-related operational processes associated with ACH, checks, wire transfers, and debit cards
• Partner with internal teams across operations, product, technology, client service, risk, compliance, and finance to support effective execution
• Maintain accurate records, documentation, and process support materials to promote operational consistency and audit readiness
• Monitor daily workflows, identify issues, and contribute to service quality and process efficiency
• Support reconciliation and control activities to help ensure accurate processing and issue identification
• Participate in process improvement efforts by identifying manual touchpoints, inefficiencies, or opportunities for stronger controls
• Contribute to team reporting, metrics gathering, and other operational tracking activities
• Build knowledge of BTS products, operational processes, and the broader BNY A.M.P. operating model
• Collaborate effectively with team members and stakeholders to support consistent service delivery

Qualifications

• Bachelor’s degree or equivalent combination of education and related experience
• 2–5 years of experience in operations, financial services, banking, or a related environment
• Strong attention to detail and ability to perform tasks accurately in a deadline-driven environment
• Good analytical and problem-solving skills, with the ability to identify issues and escalate appropriately
• Strong verbal and written communication skills
• Ability to work collaboratively across teams and build effective working relationships
• Strong organizational skills and the ability to manage multiple tasks and priorities effectively
• Demonstrated ability to work with greater independence on routine assignments while contributing to broader team objectives
• Proficiency in Microsoft Office applications such as Excel, Word, and Outlook preferred
• Experience in financial services, banking operations, payments, reconciliations, settlement activity, or transaction processing
• Familiarity with payment types such as ACH, checks, wires, or debit cards
• Exposure to operational controls, exception management, and issue resolution
• Demonstrated ability to work in a team-oriented environment with a client-focused mindset
• Comfort working across multiple systems, tasks, and stakeholder groups in a fast-paced operational setting