
BNY Mellon
Vice President, Client Operations
RoleOperations
LevelVp
LocationHouston, United States
WorkOn-site
TypeFull-time
Posted2 weeks ago
About the role
Position Summary
- The Vice President, Conventional Trust
- Client Service Operations, is a pivotal role within BNY, focusing on leading and enhancing client operations. The ideal candidate excels in client services (internal and external), operates effectively under tight timelines, and demonstrates rigorous attention to detail. This role supports day-to-day operational execution, exception management, and client issue resolution to ensure accurate, timely processing, and outstanding client outcomes.
Primary Responsibilities
- Handling client relationships and managing client’s accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external clients.
- Monitor, investigate, and resolve exceptions, breaks, and inquiries across cash, securities, and commercial paper workflows; escalate issues appropriately.
- Collaborate with cross-functional teams (Operations, Client Service, Risk/Compliance, Technology) 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; contribute to continuous improvement initiatives.
- Ensure adherence to operational risk, compliance, and control frameworks; follow established SOPs while identifying opportunities for process improvement.
Education & Experience
- Typically 7-12 years of experience.
- Bachelor's degree in Business, Finance, or a related field.
- Advanced degree or professional certification preferred.
- Familiarity with market utilities and messaging (e.g., SWIFT, Fedwire, DTCC/NSCC, custodians, counterparties) preferred.
Skills & Competencies
- Excellent communication and interpersonal skills to collaborate effectively with stakeholders. Proven client service experience across internal stakeholders and external institutional clients.
- Demonstrated ability to operate within tight timelines and market cutoffs with high accuracy and accountability.
- Exceptional attention to detail with a strong control mindset and familiarity with audit and risk requirements.
- Solid understanding of settlement cycles, market infrastructure, and standard messaging/confirmation processes.
Required skills
Client operations
Trust operations
Issue resolution
Communication
Exception management
About BNY Mellon
Houston
Headquarters