Associate, Client Operations I

BNY • Lake Mary, FL

16h • Onsite

About The Position

This role is for a Specialist, Client Operations at BNY, located in Lake Mary, FL. BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets, leveraging cutting-edge AI and breakthrough technologies to drive transformative solutions. The company prides itself on a culture that fosters employee growth and success, recognized as a top destination for innovators. The Specialist, Client Operations will work with external clients to resolve day-to-day issues, address operational and technical questions, and ensure requests are executed, applying problem-solving skills and delivering high-quality service. The role involves providing information on BNY products and services, escalating non-routine or complex issues, tracking client information to support business development, and participating in internal initiatives designed to improve client experience. This position 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 rooted in a strong culture of excellence and our pay-for-performance philosophy
• 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 your team
• generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

What This Job Offers

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