Specialist, Client Operations II

The Bank of New York Mellon Corp
  • Los Angeles, CA
  • Autofill and Review
5 days ago

Job Description

We're seeking a future team member for the role of Specialist, Client Operations 2 - Corporate Trust and Custody Services to join our Corporate Trust team. This role is located in Los Angeles, California

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

  • 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
  • Serve as the primary contact for assigned institutional clients, managing day-to-day custody deal servicing and query resolution
  • Process, review, and monitor wire payments and cash movements, ensuring accuracy and timely execution
  • Interpret, generate, and troubleshoot SWIFT messages (MT/MX formats, including MT540-MT548, MT202/MT103) related to trade settlement and cash/securities movements
  • Coordinate with internal teams to ensure timely trade settlement, monitoring cash and par (position) break performance and driving resolution of outstanding breaks
  • Support bond market settlement activities, including trade matching, fails management, and coupon/redemption processing
  • Coordinate with the internal tax team and clients to ensure all portfolios are fully tax documented and compliant
  • Coordinate between clients and internal operations teams to research, track, and resolve all client queries within SLA
  • Maintain strong working relationships with clients, counterparties, and correspondent banks
  • Prepare client reporting, respond to inquiries, and escalate issues appropriately to ensure SLA adherence
  • Identify process improvement opportunities and support automation/efficiency initiatives
  • Ensure all activities comply with internal controls, regulatory requirements, and audit standards

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

  • Bachelor's degree in Business, Finance, or related field required.

  • Advanced degree or professional certifications in finance or business administration preferred.

  • Typically 3-5 years of experience in corporate trust or related field within financial services.

  • Preferred working knowledge of wire payment processing (domestic and cross-border)

  • Good understanding of SWIFT messaging standards (MT/MX message types used in payments and securities settlement)

  • Hands-on experience with bond market settlement processes (fixed income trade lifecycle, corporate actions, fails/claims)

  • Practical exposure to syndicate loan operations (drawdowns, rollovers, agency servicing)

  • Excellent verbal and written communication skills, with proven ability to manage client relationships professionally

  • Strong analytical and problem-solving skills with high attention to detail

  • Ability to work under pressure, manage multiple priorities, and meet strict deadlines

  • Proficiency in MS Office (Excel, Outlook); familiarity with custody/settlement platforms is a plus

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.

Numbers & Facts

LocationLos Angeles, CA

Skills

  • Analysis Skillsunmatched
  • Artificial Intelligence (AI)unmatched
  • Automationunmatched
  • Bond Marketunmatched
  • Business Administrationunmatched
  • Communication Skillsunmatched
  • Customer Escalationsunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Detail Orientedunmatched
  • Financeunmatched
  • Financial Servicesunmatched
  • Financial Systemsunmatched
  • Fixed Income Investmentsunmatched
  • Global Financial Marketsunmatched
  • Identify Issuesunmatched
  • Loan Operationsunmatched
  • Maintain Complianceunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • Microsoft Outlookunmatched
  • Multitaskingunmatched
  • Operations Researchunmatched
  • Payment Processingunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Process Developmentunmatched
  • Process Improvementunmatched
  • Quality Managementunmatched
  • Regulatory Requirementsunmatched
  • Reporting Skillsunmatched
  • Risk Managementunmatched
  • Securitiesunmatched
  • Service Level Agreement (SLA)unmatched
  • Time Managementunmatched
  • Writing Skillsunmatched

Level up your application

Professional resume templates

Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

Free resume templates

Resume Builder

Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

Resume Builder