Senior Specialist, Client Operations

BNY Mellon • Lake Mary, FL

1d

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 Senior Associate, Client
Operations to join our Custody Client Operations team. This role is located in
Lake Mary, FL. 

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

Role Summary

The Custody Client Operations Senior Associate supports the delivery of
day-to-day custody operations and client servicing activities. This role is
responsible for managing operational processes, resolving client and
transaction-related issues, monitoring controls, and helping ensure that custody
services are delivered accurately, efficiently, and in line with service
expectations. The Senior Associate also acts as a key escalation point for more
complex issues and contributes to process improvement and risk reduction
initiatives.

Requirements

• Bachelor’s degree or equivalent experience in finance, business, operations, or a related field.
• Relevant experience in custody operations, securities services, client operations, or financial services operations.
• Good understanding of custody products, settlements, asset servicing, reconciliations, and operational controls.
• Strong analytical and problem-solving skills.

Responsibilities

• Execute and oversee daily custody operational activities, including transaction support, settlements, reconciliations, asset servicing coordination, and exception management.
• Serve as a point of contact for client operational inquiries and internal stakeholder requests related to custody activity.
• Investigate and resolve breaks, discrepancies, and operational issues in a timely and accurate manner.
• Monitor workflows, queues, and service levels to ensure deadlines and client commitments are met.
• Escalate complex issues appropriately and coordinate with partner teams such as technology, risk, cash, settlements, and client service.

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
• Number of Employees: 1-10 employees