BNY

Vice President, Client Operations

BNY  •  Houston, TX (Onsite)  •  6 days ago
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Job Description

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.

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.

BNY

About BNY

We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For more than 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

Follow BNY on Instagram & X: @BNYglobal

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
New York, NY
Year Founded
1784
Website
bny.com
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