SENIOR ASSOCIATE, CLIENT SERVICE (CORPORATE TRUST/CLO/STRUCTURED FINANCE/LOANS)
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 Senior Associate, Client Service (Corporate Trust/CLO/Structured Finance/Loans) 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).
You’ll make an impact in the following ways:
- Performs routine and non-routine client service and transactional support functions.
- Provides analytics and reporting services, working to improve and automate transaction processing systems.
- Advises organizational units/teams to ensure timely delivery of service, or resolution of issues.
- Provides direction to junior service roles in the successful delivery of support or service.
- Processes account-related transactions per scheduled events/client authenticated direction.
- Oversight and reconciliation of accounts.
- Answers inquiries and resolves problems or issues.
- Assesses needs and suggests/promotes alternative approaches to service models.
- Participates in straightforward product development, product enhancement, and system testing to ensure that products continue to process high-value transactions accurately and efficiently.
- Solves problems based on an understanding and knowledge of the intricacies of the system.
- Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
- Manages situations which may require adaptation of response or extensive research according to internal or external client response.
- Responsible for allocating and checking the work of team members.
To be successful, we’re seeking interest in the following areas:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 5-7 years of total work experience is 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.
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