Associate, Client Operations I

BNY MellonLake Mary, FL
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.

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.
  • 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
  • Generous paid leaves, including paid volunteer time
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