Senior Specialist, Client Processing

BNY Mellon•Lake Mary, FL
•$59,000 - $99,000•Hybrid

About The Position

BNY is seeking a Senior Specialist, Client Processing to join its Client Processing team in Lake Mary, Florida, with an expectation of working in the office four days per week. The role provides advanced analytical and operational support to improve client processing capabilities, strengthen controls, and enhance service quality. The specialist leads process improvement and automation initiatives, manages complex inquiries and operational exceptions, and collaborates across teams to resolve operational challenges. The role also supports product development, system enhancements, and user acceptance testing. BNY describes itself as a global financial services company and offers competitive compensation, benefits, and wellbeing programs. Eligible employees may participate in company-sponsored health and insurance plans, a 401(k) plan, and applicable paid time off programs. The role may include eligibility for an annual discretionary incentive award.

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 improve 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 meet transaction processing requirements.
  • Monitor operational performance metrics and risk indicators, and recommend improvements to controls, service quality, and the client experience.

Benefits

  • Competitive compensation and wellbeing programs.
  • Eligibility for an annual discretionary incentive award may be available.
  • Eligible employees may enroll in a 401(k) plan.
  • Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents.
  • Eligible employees may receive paid time off, including vacation and sick time, depending on the position.
  • Generous paid leaves, including paid volunteer time.
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