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BNY

Safeguards and moves assets for investors

Vice President, Client Processing

Customer SuccessConfirmed live in the last 24 hours
Full-timeLos Angeles, CA, USA$69k - $185kIn-person

About the Job

Requirements

  • A bachelor's degree in business, finance, or a related field is required.
  • Typically, 4–7 years of experience in client service management or a related field, with a track record of leadership and operational excellence.
  • Demonstrated client service experience across internal stakeholders and external institutional clients.
  • Ability to operate within tight timelines and market cutoffs with high accuracy and accountability.
  • Attention to detail, a strong control mindset, and familiarity with audit and risk requirements.
  • Familiarity with market utilities and messaging, including SWIFT, Fedwire, DTCC/NSCC, custodians, and counterparties.
  • Understanding of settlement cycles, market infrastructure, and standard messaging and confirmation processes.

Responsibilities

  • Handle client relationships, manage client accounts and service requests, provide clear professional communication, and proactively follow up on issues for internal stakeholders and external clients.
  • Monitor, investigate, and resolve exceptions, breaks, and inquiries across cash, securities, and commercial paper workflows, and escalate issues appropriately.
  • Collaborate with Operations, Client Service, Risk/Compliance, and Technology teams to resolve complex issues and implement remediation plans.
  • Support new client onboarding, account setup, and validation of settlement instructions where applicable.
  • Prepare and maintain procedural documentation, metrics, and reporting, and contribute to continuous improvement initiatives.
  • Ensure adherence to operational risk, compliance, and control frameworks; follow established standard operating procedures while identifying opportunities for process improvement.

Desired Qualifications

  • An advanced degree or professional certification is preferred.
  • 0–1 years of management experience is preferred.
  • Familiarity with market utilities and messaging, including SWIFT, Fedwire, DTCC/NSCC, custodians, and counterparties, is preferred.

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

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