Specialist, Client Processing Representative

BNY Mellon•Lake Mary, FL

4d•Hybrid

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 Specialist, Client Processing - to join our team. This role location is Lake Mary, Florida ( 4 days in office expectation).

Requirements

High school/secondary school diploma or equivalent combination of education and experience required
Applicable local/regional licenses or certifications as required by the business.

Nice To Haves

Bachelor’s degree preferred.
5-7 years of total work experience preferred.
Experience in brokerage processing preferred.

Responsibilities

Apply expertise and judgement in providing quality, complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing (STP and manual), reconciliations, accounting services, and timely updates to client accounts.
Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation, and manual processing of updates to client accounts or company records.
Serve as the primary point of contact for clients, executing all correspondent requisites accurately and timely, with an understanding of the underlying business and specific client needs.
Maintain correspondent accounts in compliance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.