Specialist, Client Processing

BNY Mellon

Posted 19 days ago

Full Time

Lake Mary, Florida

In Person

Smart Summary

Responsibilities

Facilitate end-to-end repo workflows including trade, collateral, and liquidity management while resolving operational exceptions in real time. Collaborate with cross-functional teams to drive enterprise initiatives and identify process improvement opportunities through automation and AI.

Qualifications

You have a Bachelor's degree or equivalent experience in finance, business, or economics, along with 0-3 years of relevant work experience. You demonstrate strong analytical and problem-solving skills, with the ability to quickly triage operational exceptions and communicate effectively with diverse stakeholders.

Must Have Skills for ATS

repo workflows

collateral management

liquidity management

reconciliations

US triparty repo

US treasury clearing

Job Description

We’re seeking a future team member for the role of Specialist, Client Processing to join our GSS Enablement team. This role is located in Lake Mary, FL.

In this role, you’ll make an impact in the following ways:

  • Facilitate end to end repo workflows including trade, collateral, and liquidity management. 
  • Monitor and resolve operational exceptions in real time such as breaks, collateral shortfalls, pledges, releases, and wire issues.
  • Daily reconciliations across our proprietary systems will be essential, with responsibility for resolving exceptions and ensuring timely settlements.
  • Troubleshoot collateral optimization tasks given specific client parameters including eligibility, concentration, and liquidity constraints.
  • Collaborate with technology, client service, risk, and product teams to address operational exceptions and driving enterprise initiatives. 
  • Maintain comprehensive documentation, procedures, and evidence of controls whilst contributing to operational metrics and reporting.
  • Identify process improvement opportunities such as automation and workflow enhancements, and explore AI integration to reduce manual touchpoints.

To be successful in this role, we’re seeking the following:

  • Bachelors degree or the equivalent combination of education and experience is required.
    • Finance, business, economics, accounting, or business preferred
  • 0-3 years of total work experience is preferred. 
  • Strong analytical and problem-solving skills with ability to triage exceptions quickly and drive timely resolution across internal and external stakeholders.
  • Demonstrate operational risk and control mindset with ability to follow procedures, document evidence, and meet tight deadlines and cutoffs.
  • Clear written and verbal communication skills, comfortable engaging with clients, market partners, and internal stakeholders in a fast-paced environment.

Preferred qualifications:

  • Back-office operations experience in financial services
  • Familiarity of US triparty repo mechanics and US treasury clearing processes.
  • Exposure to industry change programs such as US treasury central clearing, US treasury 24x7, or Equities 23x5, etc.
  • Understanding of regulatory frameworks and risk management best practices.
  • Experience with enterprise-level continuous improvement projects, workflow automation, or artificial intelligence initiatives.

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.

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 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.

    BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

    BNY Mellon

    BNY is a global financial services platforms company at the heart of the world’s capital markets. For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of March 31, 2026, BNY oversees $59.4 trillion in assets under custody and/or administration and $2.1 trillion in assets under management. (NYSE: BNY) Follow BNY on Instagram & X: @BNYglobal
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