Full-Time

Senior Client Processing Manager

Client Processing Manager

BNY

BNY

Global asset management and financial advisory

Compensation Overview

$104k - $205k/yr

Houston, TX, USA

In Person

On-site in Houston, Texas; no remote option stated.

Category
Operations & Logistics (1)

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Requirements
  • Bachelors degree or the equivalent combination of education and experience is required
  • Strong analytical and problem-solving abilities to manage complex transaction processes
  • Excellent communication and interpersonal skills to effectively collaborate with clients and internal teams
  • Proficiency in transaction processing systems and a keen ability to leverage technology for process improvements
  • Applicable local/regional licenses or certifications as required by the business
  • Detail oriented
  • Ability to self-manage, prioritize, and execute workload
  • Familiarity with technical applications to include, but not limited to, Microsoft Office applications
Responsibilities
  • Manages a medium to large-sized team or multiple small Client Processing teams
  • This role is pivotal in supporting BNY's strategic pillars of client-centricity and operational efficiency by managing complex client processing tasks with precision and expertise
  • The incumbent will exemplify BNY's principles by fostering a culture of accountability, collaboration, and innovation, thereby enhancing client trust and satisfaction
  • Handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing and problem resolution
  • Manages Client Processing activities through other managers or a large team of senior professionals
  • Serves as a top level of support for external clients who were not able to have problems resolved at a lower level
  • Ensures the volume of work produced meets product/service standards and exceeds quality standards and is properly reviewed and documented
  • Identifies and implements process improvements to improve the experience for all stakeholders
  • Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team
  • Provides input into departmental budgets and planning
  • May develop business plans for team/group operations
  • Manages one or more Client Processing teams
  • Contributes to the achievement of team objectives
Desired Qualifications
  • Advanced/graduate degree preferred
  • 7-10 years of total work experience is preferred with at least 1-3 years in management
  • Prior hands-on syndicated loan experience, familiarity with loans servicing, ClearPar, and LSTA preferred
  • Experience in brokerage processing preferred
  • Prior loan operations experience in a financial service setting preferred
  • Proficiency in transaction processing systems and a keen ability to leverage technology for process improvements

BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.

Company Size

N/A

Company Stage

Post IPO Equity

Headquarters

New York City, New York

Founded

1784

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Simplify Jobs

Simplify's Take

What believers are saying

  • Personalized, tax-efficient portfolio management fits affluent clients and family offices.
  • Managed account infrastructure supports flexible UMAs and multi-asset portfolio construction.
  • BNY's cash, FX, and liquidity capabilities serve cross-border, multi-asset clients.

What critics are saying

  • Fidelity, Schwab, and Morgan Stanley intensify pricing pressure on wealth platforms.
  • Poole and Cork closures can disrupt EMEA client coverage and staff morale.
  • Alternative-platform execution failures would leave private-market fees to faster competitors.

What makes BNY unique

  • Integrated Active Wealth combines investing, tax, estate planning, banking, and lending.
  • BNY Pershing offers unified workflows, third-party integration, and interoperability for advisors.
  • Alts Bridge simplifies alternative and private-market access for wealth intermediaries.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Remote Work Options

Unlimited Paid Time Off

Company News

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Sep 21st, 2025
Bank of New York to close Poole office, affecting 200 jobs

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