BNY Wealth Newport Beach CA

Senior Specialist, Client Processing

Full-time · Pittsburgh, PA
✓ Verified live on the employer's own system · added 32 days ago
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Senior · 10+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 10+ years

Skills & tools

OperationsTax ReportingCustomer ServiceProject ManagementBillingRecordkeepingProcess ImprovementCommunications
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Full job description

We're seeking a future team member for the role of Senior Specialist, Client Processing, BTS Operations - BNY A.M.P. (Banking as a Service) Operations to join our Global Payments and Trade Operations Platform . This role is located in Pittsburgh, PA or Lake Mary, FL .

About BNY A.M.P

BNY A.M.P. (Assets, Movements, Platforms) is BNY's Banking as a Service Solution which allows organizations to embed self-branded banking into their offerings-backed by BNY's safety, compliance, and operations-via modular capabilities and APIs. Institutional clients can set up accounts, ACH/Checks, cards/ATMs, bill pay, statements, tax reporting, fraud protection, and white-label portals, with consultative support and a dedicated team for back office and product support.

About the Role

BNY is seeking a Client Processing, Senior Specialist to support operational activities within Banking Transaction Services (BTS) Operations as part of BNY A.M.P. Banking Transaction Services is the core transactional banking product within A.M.P., enabling institutional clients to offer their customers a fully functional, branded banking experience powered by BNY's infrastructure.

Through BTS, a fintech, insurer, or other institutional client can provide access to a suite of everyday banking capabilities, including debit cards, check writing, ACH receiving (including direct deposit), online bill pay, customer service support, and fraud monitoring.

In this role, the Specialist II will support day-to-day processing and operational activities across key BTS functions, helping to ensure accuracy, timeliness, strong controls, and a high-quality client experience. This opportunity is well suited for a developing professional with foundational experience in banking, operations, payments, reconciliations, and client service delivery.

Key Responsibilities

- Lead and support daily operational processing and service activities across Banking Transaction Services functions - Assist with broker support activities, including account-related processes, reconciliation, billing, and settlement support - Perform routine operational tasks in accordance with established procedures, service level expectations, and control

requirements - Help investigate and resolve operational exceptions, breaks, and issues in a timely manner, escalating as needed - Support payment-related operational processes associated with ACH, checks, wire transfers, and debit cards - Partner with internal teams across operations, product, technology, client service, risk, compliance, and finance to support effective execution - Maintain accurate records, documentation, and process support materials to promote operational consistency and audit readiness - Assist in monitoring daily workflows, identifying issues, and contributing to service quality and process efficiency - Support reconciliation and control activities to help ensure accurate processing and issue identification - Participate in process improvement efforts by identifying manual touchpoints, inefficiencies, or opportunities for stronger controls - Contribute to team reporting, metrics gathering, and other operational tracking activities - Build knowledge of BTS products, operational processes, and the broader BNY A.M.P. operating model - Collaborate effectively with team members and stakeholders to support consistent service delivery

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

- Bachelor's degree or equivalent combination of education and related experience - 7 - 10 years of experience in operations, financial services, banking, or a related environment preferred - Foundational knowledge of banking operations, transaction processing, payments, or reconciliations - Strong attention to detail and ability to perform tasks accurately in a deadline-driven environment - Good analytical and problem-solving skills, with the ability to identify issues and escalate appropriately - Strong verbal and written communication skills - Ability to work collaboratively across teams and build effective working relationships - Strong organizational skills and the ability to manage multiple tasks and priorities effectively - Ability to learn and apply operational processes, systems, products, and control

requirements - Demonstrated ability to work with greater independence on routine assignments while contributing to broader team objectives - Proficiency in Microsoft Office applications such as Excel, Word, and Outlook preferred

Preferred Qualifications

- Experience in financial services, banking operations, payments, reconciliations, settlement activity, or transaction processing - Familiarity with payment types such as ACH, checks, wires, or debit cards is a plus - Exposure to operational controls, exception management, and issue resolution - Experience identifying process improvement opportunities and supporting operational efficiency initiatives - Demonstrated ability to work in a team-oriented environment with a client-focused mindset - Comfort working across multiple systems, tasks, and stakeholder groups in a fast-paced operational setting

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