Senior Specialist, Fund/Client Accounting

BNY Mellon • Lake Mary, FL

2d • 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 Sr. Specialist, Fund/Client Accounting to join our Client Activation Team. This role is located in Lake Mary, Fl. Overview: The Onboarding Specialist supports the seamless onboarding and integration of both new client mandates and internal migrations into BNY’s operating model. Working closely with the Client Activation Management and cross-functional teams, this role assists in coordinating client onboarding activities, gathering requirements, and facilitating communication to ensure a smooth transition from sales to operations. This position is ideal for candidates eager to develop expertise in financial services operations, client onboarding, and stakeholder management.

Requirements

• Bachelor’s degree in accounting or the equivalent combination of education and experience is required.
• Strong communication and interpersonal skills with a client-focused mindset.
• Detail-oriented with good organizational and problem-solving abilities.
• Ability to work collaboratively across teams and manage multiple priorities.
• Proficiency in Microsoft Office tools

Nice To Haves

• Basic understanding of financial services operations and client onboarding processes is a plus.
• familiarity with project management software is advantageous.

Responsibilities

• Assist as a point of contact for clients during onboarding, helping to manage expectations and respond to inquiries.
• Support the preparation of onboarding workshops and working sessions.
• Collect and document requirements, supporting gap analysis of incumbent data against BNY’s standard platform requirements.
• Maintain clear and organized records of integration plans.
• Collaborate with operations, technology, and product teams to support cross-functional onboarding efforts.
• Assist in migration planning and tracking implementation milestones to ensure timely delivery.
• Contribute to solution design discussions by providing operational insights and escalating issues as needed.
• Stay informed on relevant regulatory and operational frameworks impacting onboarding processes.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior