CLIENT PROCESSING REPRESENTATIVE II - RECONCILIATIONS
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We're seeking a future team member for the role ofClient Processing Representative II - Reconciliationsto join ourLoan Administration Servicesteam. This role is located inHouston, TX, and will work a Hybrid schedule (3 days per week in-office required).
In this role, you'll make an impact in the following ways:
Serves as a lead for the day-to-day operations of a small-to medium-sized client processing support team, providing work direction and technical assistance on complex matters
Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients
Participates in processing update to client accounts and company records to ensure they are managed correctly and in a timely manner
Provides support to business and technology managers
Handles complex client inquiries and requests
Identifies, investigates and resolves escalated and/or complex problems in client accounts or company records
Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations
Trains staff in technical tools and skills as well as specific internal or external client support activities to maximize their contribution to the team and ensure compliance with company policies and industry regulations
May be responsible for allocating and checking work of other team members
May be responsible for specific supervisory review and approval actions
Supports the achievement of team objectives
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
Bachelors degree preferred
7 plus years of technical and management experience preferred
Intermediate to advanced Excel skills
Attention to detail, multi-tasking, sense of urgency and using initiative
Client Service/Operations experience within financial services is strongly preferred
Corporate Trust background preferred
Finance/accounting, compliance/reporting, reconciliation background experience preferred
CLO/CDO/SOLVAS background preferred
At BNY, our culture speaks for itself. Here's a few of our awards:
America's Most Innovative Companies, Fortune, 2024
World's Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
"Most Just Companies", Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg's Gender Equality Index (GEI), 2023
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.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.