Associate, Client Processing Representative II

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 and champions of inclusion, 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.

We're seeking a future team member for the role of Associate, Client Processing Representative II to join our Transactions Processing team. This role is located in Houston, TX.

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.

* Experience in the securities or financial services industry a plus.

* Applicable local/regional licenses or certifications as required by the business.

* 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, check out the latest BNY news at:

BNY Newsroom

BNY Linked In

Here's a few of our recent awards:

* America's Most Innovative Companies, Fortune, 2025

* World's Most Admired Companies, Fortune 2025
* "Most Just Companies", Just Capital and CNBC, 2025

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.