Senior Specialist, Client Operations
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 Specialist, Client Operations. This role is located in Lake Mary, FL.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required
Nice To Haves
- 5-7 years of total work experience preferred
- Experience in brokerage/advisory firm operations and/or client services is preferred
Responsibilities
- Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed
- Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at BNY
- Resolves complex or non-routine client issues or inquiries, as needed
- Uses in-depth knowledge of client issues and needs to contribute to business development efforts
- Uses understanding of BNY products and services to best propose expanded offerings to clients for front office consideration
- Leads and participates in internal activities and initiatives designed to improve client experience
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- 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
- Paid volunteer time
- 401(k) plan
- Company-sponsored medical insurance
- Company-sponsored dental insurance
- Company-sponsored vision insurance
- Basic life insurance plans for the employee and the employee’s eligible dependents
- Various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
1-10 employees
