Associate, Client Processing Representative II - Total Wealth Services Ops

BNY • Lake Mary, FL

4h

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: 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

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
• Number of Employees: 5,001-10,000 employees