Associate, Client Processing II

BNY • Lake Mary, FL

1d • Onsite

About The Position

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 Client Processing to join our team. The position is located in Lake Mary, Florida (4 days in office expectation).
In this role, you’ll make an impact in the following ways:

Requirements

• Bachelor’s degree or the equivalent combination of education and experience.
• 3-5 years of total work experience preferred.
• Experience in brokerage processing preferred.
• Applicable local/regional licenses or certifications as required by the business.

Responsibilities

• Perform routine and non-routine client service and transactional support functions.
• Provide analytics and reporting services, working to improve and automate transaction processing systems.
• Advise organizational units/teams to ensure timely delivery of service or resolution of issues.
• Provide direction to lower-level service roles in the successful delivery of support or service.
• Process account-related transactions per scheduled events or client authenticated direction.
• Answer inquiries and resolve problems or issues.
• Assess needs and suggest/promote alternative approaches to service models.
• Participate in straightforward product development, product enhancement, and system testing to ensure accurate and efficient processing of high-value transactions.
• Solve problems based on an understanding and knowledge of system intricacies.
• Integrate in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
• Manage situations requiring adaptation of response or extensive research according to client needs.
• May be responsible for allocating and checking work of support team members, including supervisory review, training, and approval actions.
• Contribute to the achievement of team objectives.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level