Associate, Client Processing I - Total Wealth Services Ops

BNY • Lake Mary, FL

12h • 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 Associate, Client Processing I - Total Wealth Services Ops to join our Wealth Operations team. This role is located in Lake Mary, FL.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required
• Applicable local/regional licenses or certifications as required by the business
• Solid understanding and hands-on use of automation and AI tools
• Experience using Microsoft Office

Nice To Haves

• 0-3 years of total work experience is preferred
• Experience in the securities or financial services industry is a plus

Responsibilities

• Perform routine and non-routine client service and transactional support functions
• Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
• Process account related transactions per scheduled events/client authenticated direction
• Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues

Benefits

• highly competitive compensation
• benefits
• wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy
• access to flexible global resources and tools for your life’s journey
• Focus on your health
• foster your personal resilience
• reach your financial goals as a valued member of our team
• 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: Entry Level
• Number of Employees: 1-10 employees