Client Processing Representative II - Reconciliations

at  BNY Mellon

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 of Client Processing Representative II - Reconciliations to join our Loan Administration Services team. This role is located in Houston, TX, and will work a Hybrid schedule (3 days per week in-office required) .

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

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