Specialist, Client Operations II

BNY

Posted 3 months ago

Full Time

Everett, Massachusetts

In Person

Smart Summary

Responsibilities

The associate supports daily custody operations, including transaction processing, settlements, and reconciliations. They are responsible for responding to client inquiries and resolving operational issues while ensuring adherence to service levels.

Qualifications

We are looking for an Associate, Client Operations to join the Custody Client Operations team. Key requirements include a Bachelor’s degree or equivalent experience in finance, business, operations, or a related field. Foundational knowledge in financial services, custody operations, securities services, or client operations is expected, along with strong attention to detail and analytical skills.

Job Description

Associate, Client Operations

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 Associate, Client Operations to join our Custody Client Operations team. This role is located in Everett, MA. 

In this role, you’ll make an impact in the following ways: 

The Custody Client Operations Associate supports day-to-day custody processing and client servicing activities. This role helps ensure that transactions, operational requests, and client-related matters are handled accurately, timely, and in accordance with established procedures and controls. The Associate works closely with internal teams and supports the resolution of routine operational issues while contributing to a high-quality client experience.

Role Summary

  • Support daily custody operations, including transaction processing, settlements support, reconciliations, and exception monitoring.
  • Respond to routine client and internal operational inquiries related to custody activities.
  • Investigate and resolve standard operational breaks, mismatches, and processing issues.
  • Monitor assigned queues and workflows to ensure timely completion of tasks and adherence to service levels.
  • Escalate non-routine or higher-risk issues to senior team members or managers.

To be successful in this role, we’re seeking the following: 

  • Bachelor’s degree or equivalent experience in finance, business, operations, or a related field.
  • Experience or foundational knowledge in financial services, custody operations, securities services, or client operations.
  • Strong attention to detail and organizational skills.
  • Good analytical and problem-solving abilities.


At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

 Here’s a few of our recent awards: 

  • America’s Most Innovative Companies, Fortune, 2025

  • World’s Most Admired Companies, Fortune 2025

  • “Most Just Companies”, Just Capital and CNBC, 2025


Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY

BNY is a global financial services platforms company at the heart of the world’s capital markets. For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of December 31, 2025, BNY oversees $59.3 trillion in assets under custody and/or administration and $2.2 trillion in assets under management. Follow BNY on Instagram & X: @BNYglobal
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