Specialist, Trading Services II

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

• Manage end-to-end onboarding of clients and funds across OTC derivatives, ETD clearing, and fixed income products, ensuring all legal, credit, operational, and regulatory requirements are completed prior to trading readiness.
• Demonstrate comprehensive knowledge of OTC bilateral agreements (including ISDA and Repo), clearing agreements, MSFTA, and Exchange-Traded Derivatives (ETD) documentation.
• Interpret business requirements and translate them into clear, accurate, and timely updates for internal and external stakeholders.
• Review and validate constitutional and tax documentation required for client onboarding, ensuring completeness and compliance with regulatory standards.
• Maintain a strong understanding of collateral management, regulatory reporting, fund accounting, client reporting, and performance concepts.
• Apply in-depth knowledge of OTC and fixed income products, including product structures and the full trade lifecycle.
• Support the onboarding of global and institutional clients, ensuring adherence to internal policies and external regulatory frameworks.
• Communicate effectively with stakeholders across legal, credit, operations, and client teams to facilitate smooth onboarding processes.
• Utilize Microsoft Excel and PowerPoint for reporting, tracking onboarding progress, and supporting stakeholder communication.
• Deliver information in a structured, professional, and audit-compliant manner.
• Collaborate with team members and contribute to achieving overall team objectives.
• Maintain trackers for onboarding progress, pending approvals and aging items
• Prepare weekly or periodic status report for internal stakeholders
• Monitor workflow bottlenecks and highlight delays with Team
• Actively participate in process improvement initiatives and contribute ideas to enhance efficiency by leveraging automation and AI-driven solutions.

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

• Bachelor's degree is required; preferably in finance/accounting/related field.
• 5+ years of work experience preferred.
• Strong knowledge of client onboarding processes within financial services.
• Proven expertise in derivatives documentation (OTC and ETD) and related agreements.
• Ability to manage workload efficiently and prioritize tasks in a dynamic environment.
• Excellent communication and stakeholder management skills.
• Proficiency in Microsoft Office tools, particularly Excel and PowerPoint.

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.

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.