Senior Specialist, Client Processing

BNY Mellon•Lake Mary, FL
•Hybrid

About The Position

BNY is seeking a Senior Specialist, Client Processing to join its Client Processing team in Lake Mary, Florida. The role has an expectation of working in the office four days per week. The specialist provides advanced analytical and operational support, improves and automates workflows, handles complex client inquiries and exceptions, and collaborates with internal partners to resolve operational challenges. The position also supports product development, system enhancements, and user acceptance testing, while monitoring performance and risk indicators to strengthen controls and improve service quality and the client experience.

Requirements

  • Bachelor's degree or equivalent combination of education and experience.
  • Typically 5–7 years of experience in financial services, operations, client processing, transaction processing, or a related field.
  • Strong analytical, problem-solving, and process improvement skills, including the ability to assess and resolve complex operational issues.
  • Ability to manage client relationships effectively and collaborate across business units and stakeholder groups.
  • Excellent communication, organizational, and prioritization skills, with the ability to work in a fast-paced, deadline-driven environment.
  • Applicable local or regional licenses and certifications as required by the business.

Nice To Haves

  • Experience with brokerage operations, securities processing, transaction management, or related operational functions.

Responsibilities

  • Evaluate processing trends, identify efficiency opportunities, and enhance client processing capabilities.
  • Lead process improvement and automation initiatives to optimize workflows, improve operational accuracy, and support scalable client processing.
  • Manage complex client inquiries and operational exceptions, ensuring timely resolution and high standards of client service and operational excellence.
  • Collaborate with internal business partners and cross-functional teams to identify root causes, implement sustainable solutions, and drive continuous improvement.
  • Support product development, system enhancements, and user acceptance testing to ensure technology solutions support transaction processing requirements.
  • Monitor operational performance metrics and risk indicators, and recommend ways to strengthen controls, improve service quality, and enhance the client experience.

Benefits

  • Competitive compensation and benefits.
  • Wellbeing programs.
  • Flexible global resources and tools.
  • Paid leaves, including paid volunteer time.
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