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Vice President, Client Processing
senior · Operations
Position Summary
The Vice President, 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. Position based in Houston, Texas
In this role, you’ll make an impact in the following ways:
- 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
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in business, Finance, or a related field.
- Advanced degree or professional certification preferred.
- Typically, 7-12 years of experience.
- Familiarity with market utilities and messaging (e.g., SWIFT, Fedwire, DTCC/NSCC, custodians, counterparties) preferred
- 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
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