Senior Specialist, Fund/Client Accounting

BNY Mellon • Lake Mary, FL

18h • 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. 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.

Benefits

• generous paid leaves, including paid volunteer time
• 401(k) plan
• Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents
• various paid time off benefits, such as vacation and sick time

What This Job Offers

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