Specialist, Client Processing
Customer Success & Account ManagementPosted 17 Jul 2026
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- up to 3 yrs
- Management level
- Individual contributor
- Contract
- Full-time
No unique specialisation
In this role, you’ll make an impact in the following ways:
- Perform routine and non-routine client service and transactional support functions
- Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
- Process account related transactions per scheduled events/client authenticated direction
- Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required
- 0-3 years of total work experience is preferred
- Experience with loan-based software Loan IQ and ClearPar strongly preferred.
- Prior experience acting as a subject matter expert.
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.