Associate, Client Operations I

BNY Mellon • Lake Mary, FL

8h • 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 and champions, 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 Specialist, Client Operations to join our team. This role is located in Lake Mary, FL. In this role, you will work with external clients to resolve day-to-day issues, direct them to appropriate resources, support operational and technical questions, apply problem-solving skills, and deliver high-quality service to a specialized client base. You will also provide information related to BNY products and services, leverage a general understanding of broader BNY services, monitor client inquiries, escalate non-routine issues, track client information, and participate in activities to improve client experience. This role supports a selected number of client accounts of limited complexity and has no direct reports.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required.

Nice To Haves

• 0-3 years of total work experience preferred.
• Experience in an operational area and/or client services preferred.

Responsibilities

• Works with external clients to resolve day-to-day issues and direct them to appropriate resources at BNY.
• Supports clients in addressing operational and technical questions or issues and ensuring requests are executed.
• Apply problem solving skills based on precedence and experience.
• Uses communication skills to deliver high quality service to a specialized client base.
• Provides clients with information related to BNY products and services representing a limited number of lines of business and geographies and directs them to the appropriate resources, as needed.
• Leverages a general understanding of broader BNY services and offerings.
• Monitors client inquiries and escalate non-routine or complex issues to the appropriate team member, as needed.
• Tracks information related to general client issues and needs to support business development efforts.
• Participates in internal activities and initiatives designed to improve client experience.
• No direct reports.
• Supports a selected number of client accounts of limited complexity.

Benefits

• highly competitive compensation
• benefits
• wellbeing programs
• access to flexible global resources and tools for your life’s journey
• Focus on your health
• foster your personal resilience
• reach your financial goals as a valued member of our team
• generous paid leaves
• 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
• annual discretionary incentive award

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1-10 employees