We’re seeking a future team member for the role of Specialist, Client Processing Representative II to join our Global Transfer Agency team. This role is located in Pune.
In this role, you’ll make an impact in the following ways:
- Own the end-to-end Trade processing until settlement, including task allocation, controls, quality, and risk management
- Act as the primary point of contact for process queries, client escalations, and senior stakeholder communication
- Build strong, trusted client relationships and ensure consistent, accurate service delivery
- Ensure full compliance with BNY policies and all regulatory daily, weekly, monthly, and annual requirements, including timely escalation of control breaches
- Lead and manage the team, including workload planning, performance management, coaching, training, and all related people processes
- Monitor team process knowledge and quality, providing regular feedback and driving continuous improvement
- Identify process risks and errors, ensure root cause analysis, and implement sustainable corrective actions
- Drive the Digital and AI agenda by identifying automation opportunities and embedding digital solutions to deliver higher STP, increased efficiency, and reduced operational risk
- Lead and coordinate business and change initiatives impacting day to-day operations
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in Business, Finance, or related field required.
- Advanced degree or professional certifications in finance or business administration preferred.
- 4 years of experience in Transfer Agency or related field within financial services.
- Good experience of Trade processing, reconciliation, client service and people management required.
- Strong leadership and collaboration skills across diverse teams, with excellent interpersonal skills for client interactions.
- Experience in holding teams responsible to department KRI’s and undertaking annual performance reviews with teams.
- Demonstrable interest in continuous learning and delivery of process improvements, including the use of digital tools and AI.
About Us
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. About the TeamAt 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.
Skills Required
- Bachelor's degree in Business, Finance, or related field
- Advanced degree or professional certifications in finance or business administration
- 4 years of experience in Transfer Agency or related field within financial services
- Experience in Trade processing, reconciliation, client service, and people management
- Strong leadership and collaboration skills across diverse teams
- Experience in holding teams responsible to KRI's and annual performance reviews
- Interest in continuous learning and process improvements using digital tools and AI
BNY Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.
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Healthcare Strength — Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
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Parental & Family Support — Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
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Retirement Support — The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.
BNY Insights
What We Do
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 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.
