Associate, Client Processing Representative II - Total Wealth Services Ops

BNY Mellon • Lake Mary, FL

18h

About The Position

Associate, Client Processing Representative II - Total Wealth Services Ops 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 Representative II - Total Wealth Services Ops to join our Wealth Operations team. This role is located in Lake Mary, FL . In this role, you’ll make an impact in the following ways:

Requirements

• High school/secondary school diploma or equivalent combination of education and experience required; Bachelor’s degree preferred
• 7 plus years of technical and management experience preferred
• Experience in the securities or financial services industry is a plus
• Applicable local/regional licenses or certifications as required by the business
• Experience with Microsoft Office product suite.
• A desire to collaborate, problem solve and seek innovative ways to improve processes.

Nice To Haves

• Experience in the securities or financial services industry is a plus

Responsibilities

• Serve as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters
• Act as the primary point of contact for clients and assist in communicating needs and issues internally with operating areas and externally with clients
• Participate in processing updates to client accounts and company records to ensure they are managed correctly and in a timely manner
• Identify, investigate, and resolve escalated and/or complex problems in client accounts or company records, working closely with technology and systems teams to ensure system efficiency and risk mitigation

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
• Education Level: High school or GED