Senior Associate, Client Service (Corporate Trust/CLO/Structured Finance/Loans)

BNY Mellon - Houston, TX

Full-time - Mid Level

Houston, TX

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Senior Associate, Client Service (Corporate Trust/CLO/Structured Finance/Loans) role at BNY is designed for a professional who will provide comprehensive client service and transactional support within the Loan Administration Services team. This position emphasizes analytics, reporting, and the improvement of transaction processing systems, while also guiding junior team members and ensuring high-quality service delivery. The role is hybrid, requiring three days in the office each week, and is pivotal in managing client relationships and operational efficiency.

Responsibilities

• 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.

Requirements

• 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.

Nice-to-haves

• Experience in Corporate Trust services.
• Knowledge of CLO/CDO products and services.
• Familiarity with SOLVAS transaction processing.

Benefits

• Highly competitive compensation.
• Generous paid leaves, including paid volunteer time.
• Access to flexible global resources and tools for personal and professional development.
• Wellbeing programs focused on health and resilience.