Senior Specialist, Client Processing

Senior Specialist, Client Processing 

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.

We’re seeking a future team member for the role of Senior Specialist, Client Processing to join our team. This role is located in Los Angeles, CA.

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

• Provide complex analytics, reporting, and operational support for Non-Purpose Lending accounts and transactions, identifying opportunities to improve and automate processes.
• Manage moderate to complex client and advisor inquiries related to Lending products and services.
• Partner with internal teams to support timely processing and issue resolution.
• Monitor requests and exceptions to ensure documentation, approvals, and account requirements are completed accurately and within established service levels.
• Participate in process improvements, product enhancements, and system testing that support accurate and efficient processing of Lending transactions.
• Research and resolve complex issues using a strong understanding of Lending products, systems, and procedures.
• Apply industry knowledge, sound judgment, and risk awareness to deliver effective solutions for internal and external clients.
• Allocate work, review completed requests and provide guidance to team members as needed.
• May perform designated supervisory reviews, training, and approval activities, as assigned.
• Contribute to team objectives by supporting a consistent, controlled, and client-focused lending experience.

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

• Bachelor’s degree or an equivalent combination of education and experience is required.
• 5-7 years of client-facing, lending, brokerage, or financial-services operations experience is preferred.
• Experience with Non-Purpose Lending, securities-backed lending, pledged accounts, collateral management, or brokerage processing is strongly preferred.
• Strong analytical, problem-solving, communication, and organizational skills, with close attention to detail and risk controls.

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.

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.