Specialist, Client Processing Representative II
Free account needed to apply or save. It takes a minute, and we'll bring you right back to this job.
How well do you match this job?
Key details
- Location
- Dallas, TX, United States
- Work style
- Hybrid
- Level
- Mid level
- Job type
- Full-time
- Experience
- 7–10 yrs
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 3d ago
Skills
due diligenceexcelmicrosoft officequality controlsystem testing
About the role
In this role, you’ll make an impact in the following ways:
- Monitor routine and non-routine client service and transactional support activities to ensure adherence to service standards and controls.
- Review daily operational metrics and vendor performance reports; identify trends, raise concerns, and track corrective actions.
- Liaise with internal teams and external vendors to support timely issue resolution and service delivery.
- Support oversight of product changes, enhancements, and system testing to ensure operational readiness and accurate processing of high-value transactions.
- Execute quality control reviews, facility audits, and client due diligence assessments to identify risks and support compliance with policy and procedural requirements.
To be successful in this role, we’re seeking the following:
- High school/secondary school or the equivalent combination of education and experience is required.
- Bachelor's degree preferred.
- 7 plus years of technical and management experience.
- 3-5 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
- We are looking for an individual that possesses these skills or the willingness to learn our processes. We are also interested in individuals who are looking to grow as our department is growing and changing every year.
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 #LifeAtBNY is all about. Join us and be part of something extraordinary.