Associate, Client Operations I

BNY

Posted 2 months ago

Full Time

Lake Mary, Florida

In Person

Smart Summary

Responsibilities

The specialist will work with external clients to resolve day-to-day operational and technical issues while directing them to appropriate resources. They will also track client inquiries and participate in initiatives designed to improve the overall client experience.

Qualifications

This role requires a Bachelor's degree or equivalent experience, with 0-3 years of experience in operations or client services preferred. The ideal candidate will possess strong problem-solving and communication skills to address client inquiries, resolve day-to-day issues, and direct clients to appropriate resources.

Job Description

Specialist, 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 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’ll make an impact in the following ways: 

  • 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.

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

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

  • 0-3 years of total work experience preferred. 

  • Experience in an operational area and/or client services preferred.

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 March 31, 2026, BNY oversees $59.4 trillion in assets under custody and/or administration and $2.1 trillion in assets under management. Follow BNY on Instagram & X: @BNYglobal
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