Client Processing Specialist II

BNY

Specialist in client processing responsible for end-to-end trade operations at BNY. Building client relationships and ensuring compliance within the Corporate Trust team in Pittsburgh.

Posted 7/22/2026full-timePittsburgh • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $52,000 - $83,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Trade Processing, Client Relationship Management, and Regulatory Compliance within the financial services sector. Proven ability to lead teams, drive process improvements, and implement digital solutions to enhance operational efficiency.

Highest-signal resume keywords

Trade ProcessingClient Service ManagementLeadership and Team ManagementRegulatory ComplianceProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trade ProcessingReconciliationRisk ManagementPerformance ManagementRoot Cause AnalysisDigital Solutions ImplementationAutomation Opportunities IdentificationContinuous Improvement

Soft Skills

Interpersonal SkillsCollaborationCoachingCommunication

Tools & Technologies

Digital ToolsAI Solutions

Certifications & Qualifications

Advanced Degree in Business or FinanceProfessional Certifications in Finance or Business Administration

Industry Keywords

Corporate TrustFinancial ServicesKRI'sStakeholder Communication

About the role

Key responsibilities & impact

Own the end-to-end Trade processing until settlement, including task allocation, controls, quality, and risk management.
Act as the primary point of contact for process queries, client escalations, and senior stakeholder communication.
Build strong, trusted client relationships and ensure consistent, accurate service delivery.
Ensure full compliance with BNY policies and all regulatory daily, weekly, monthly, and annual requirements, including timely escalation of control breaches.
Lead and manage the team, including workload planning, performance management, coaching, training, and all related people processes.
Monitor team process knowledge and quality, providing regular feedback and driving continuous improvement.
Identify process risks and errors, ensure root cause analysis, and implement sustainable corrective actions.
Drive the Digital and AI agenda by identifying automation opportunities and embedding digital solutions to deliver higher STP, increased efficiency, and reduced operational risk.
Lead and coordinate business and change initiatives impacting day to day operations.

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, or related field required.
Advanced degree or professional certifications in finance or business administration preferred.
Typically 3+ years of experience in corporate trust or related field within financial services.
Good experience of Trade processing, reconciliation, client service and people management required.
Strong leadership and collaboration skills across diverse teams, with excellent interpersonal skills for client interactions.
Experience in holding teams responsible to department KRI’s and undertaking annual performance reviews with teams.
Demonstrable interest in continuous learning and delivery of process improvements, including the use of digital tools and AI.

Benefits

Comp & perks

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.
Generous paid leaves, including paid volunteer time.