Senior Specialist, Client Operations

BNY
Manchester, United Kingdom

Who this role is best for

Strong fit for candidates with experience in Corporate Trust or financial markets who can manage complex client interactions and lead process improvements.

Best fit for

  • Candidates with prior experience as a facility/security agent in Corporate Trust or financial markets
    — “Experience in Corporate Trust or related in financial markets/securities industry (with specific experience in the role of facility/security agent)”
  • Individuals who can serve as a high-level escalation point and resolve complex client issues
    — “Identify and resolve issues while serving as a high-level escalation point for complex situations”
  • Professionals with a track record of training support teams and streamlining operations
    — “Key role in training of support team on Client and deal specific requirements”

Things to consider

  • This role involves managing external business partners and requires regular communication with them
    — “proactively monitor and manage the activities performed within our business partners”
  • Candidates should be prepared for a high level of client engagement and administrative leadership
    — “This role sets the directions and tones for the client service administration elements of our business”

How to stand out

  • Emphasize experience in reviewing deal governing documents and managing loan portfolios
    — “Strong Client Management Experience and Ability to review deal governing documents”
  • Demonstrate skills in collaboration with Lead Managers and Group Managers
    — “Continuous dialogue and open communication with Lead Manager and Group Manager”
  • Highlight expertise in risk management and control practices within financial services
    — “thorough understanding of risk management and control practices”
  • Showcase ability to meet tight deadlines and manage multiple tasks effectively
    — “Excellent analytical, organisational and time management skills with the ability to meet tight deadlines”
  • Demonstrate proficiency in Excel and other Microsoft tools in your resume and interview responses
    — “Proficiency in using Microsoft packages particularly Excel”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • day to day oversight of CLOs and loan portfolios
  • participate in client meetings
  • train support team on client and deal specific requirements
Typical background
experience in Corporate Trust or related in financial markets/securities industrystrong client management experience

Skills & requirements

Required

Client OperationsTransaction ManagementCollaborationEmployee DevelopmentRisk Management

Preferred

Corporate TrustClient Service

Stack & domain

Collateralised Loan ObligationsClosLoan PortfoliosCash & Trade ManagementReport Review And PreparationClient MeetingsTraining Of Support TeamBusiness Process ImprovementsCommunicationRisk ManagementInterpersonalOral And Written CommunicationAnalyticalOrganizationalCorporate TrustClient ServiceFinancial ServicesFinancial MarketsSecurities Industry

About the role

Original posting from BNY

Senior Specialist, Corporate Trust, Client Service

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.

We’re seeking a future team member for the role of Senior Specialist to join our Corporate Trust, Client Service team. This role is located in Manchester, UK.

In this role, you’ll make an impact in the following ways: 

Day to day oversight of the assigned Collateralised Loan Obligations (“CLOs”) and /or loan portfolios to ensure high Client Experience LevelsTransaction Management: - Cash & Trade (Loans, Bonds etc) Management Oversight – ability to engage with Clients to ensure timely execution, Report Review and preparation on CLO and or loan Portfolio’s Performance, Monitoring of Service LevelCollaboration: Continuous dialogue and open communication with Lead Manager and Group Manager on status of work being completed by supporting teamsParticipate in Client Meetings, ensure minutes, and follow up items are closed outDevelop strong working relationships with Front Office Relationship ManagersIdentify and resolve issues while serving as a high-level escalation point for complex situations and ensure that they are brought to a successful resolutionEmployee Development: Key role in training of support team on Client and deal specific requirementsPartner with Global Group Managers to identify and streamline business operations. Support the efforts to enhance controls by standardizing relevant business processes and consistently managing/monitoring those activities to ensure quality and accuracy. Support key business programs, including business and process improvements which drive greater operational efficiencies and superior client serviceServe as an escalation point and communicate effectively with other internal shared services, external investment managers, brokers, and clients. This role sets the directions and tones for the client service administration elements of our business and therefore drives overall client relationships and risk managementPartner Management: proactively monitor and manage the activities performed within our business partners and hold regular meetings and escalate any concerns. 

To be successful in this role, we’re seeking the following: 

Experience in Corporate Trust or related in financial markets/securities industry (with specific experience in the role of facility/security agent)Strong Client Management Experience and Ability to review deal governing documentsExperience in Loans (syndicated, bi-lateral, real estate) very desirableSolid understanding of the product(s) administered by the group and thorough understanding of risk management and control practices.To proactively monitor and manage the activities performed within our business partners outside of IrelandEffective interpersonal, oral and written communication skillsExcellent analytical, organisational and time management skills with the ability to meet tight deadlinesProblem solving skills, judgement, and experience to analyze informationProficiency in using Microsoft packages particularly Excel 

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, 2025World’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.

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.

Source: BNY careers

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