Senior Associate, Client Processing Team Lead

BNY Mellon

  • Houston, TX
  • Permanent
  • Full-time
  • 1 day ago
Senior Associate, Client Processing Team Lead 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 and champions of inclusion, 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. We're seeking a future team member for the role of Senior Associate, Client Processing Team Lead to join our Conventional Trust Client Platform team. This role is located in Houston, TX. In this role, you'll make an impact in the following ways: Supervises/manages the day-to-day operations of a small- to medium-sized client processing support team that handles any/all aspects of client accounts, including solicitation, inquiries and problem resolution. Manages the daily transactional workflow within the team and aligns team resources accordingly to complete the daily tasks. Serves as first line supervisor for assignment of tasks and resolution of issues. Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Ensures the volume of work produced meets product/service standards and exceeds quality standards, and is properly reviewed and documented. Provides product knowledge and technical assistance on moderately complex problems. Acts as the teams initial point of contact for issues requiring escalation. Participates in the recruiting process. Instructs, assigns, directs and reviews the work of client processing analysts. Prepares performance reviews and provides ongoing feedback to staff. Supervises/manages a small client processing team. May be responsible for specific supervisory review and approval actions. Helps develop and contributes to the achievement of team objectives. To be successful in this role, we're seeking the following: Associate's degree in a related discipline or equivalent combination of education and experience is required. Bachelor's degree preferred. 7 plus years of technical and management experience preferred. Attention to detail Problem solving, critical thinking, time management and communication Ability to self-manage, prioritize, and execute workload Prior experience with Microsoft Office applications, especially Excel Prior experience working in an agile ecosystem, highly preferred At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY Mellon