Senior Specialist, Client Operations

BNY•Lake Mary, FL

16h•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 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
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