Vice President, Client Operations

BNY Mellon

$150K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7-12 years of experience in client service operations.
  • Bachelor's degree in Business, Finance, or related field; advanced degree or certification preferred.
  • Familiarity with market utilities like SWIFT, Fedwire.
  • Proven communication and interpersonal skills for collaborating with stakeholders.
  • Strong understanding of operational risk, compliance, and standard settlement processes.

Responsibilities

  • Manage client relationships and service requests with clear communication.
  • Investigate and resolve exceptions across cash and securities workflows.
  • Collaborate with cross-functional teams to address complex client issues.
  • Support client onboarding, account setup, and validate settlement instructions.
  • Prepare procedural documentation and participate in continuous improvement initiatives.

Benefits

  • Access to flexible global resources and tools for personal development.
  • Generous paid leave options, including paid volunteer time.
  • Support for health and financial goals via robust wellbeing programs.
  • Participation in 401(k) and various insurance plans for employees and dependents.
Full Job Description
Job Description

Position Summary

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.


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 assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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