Senior Specialist, Client Operations

BNY Mellon

$75K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience required
  • 5-7 years of total work experience preferred
  • Experience in brokerage/advisory firm operations and/or client services preferred

Responsibilities

  • Support clients in resolving complex operational and technical issues
  • Assist clients in identifying business needs and directing them to resources
  • Resolve complex or non-routine client inquiries as necessary
  • Contribute to business development using in-depth knowledge of client needs
  • Propose expanded BNY offerings to clients based on understanding of products
  • Lead and participate in initiatives to improve client experience

Benefits

  • Access to competitive benefits and wellbeing programs
  • Generous paid leave, including paid volunteer time
  • Flexible global resources and tools for life management
  • Participation in a 401(k) plan and company-sponsored insurance plans
  • Opportunity to earn an annual discretionary incentive award
Full Job Description
Job Description

We're seeking a future team member for the role of Senior Specialist, Client Operations. This role is located in Lake Mary, FL.

In this role, you'll make an impact in the following ways:
  • Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed
  • Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at BNY
  • Resolves complex or non-routine client issues or inquiries, as needed
  • Uses in-depth knowledge of client issues and needs to contribute to business development efforts
  • Uses understanding of BNY products and services to best propose expanded offerings to clients for front office consideration
  • Leads and participates in internal activities and initiatives designed to improve client experience

To be successful in this role, we're seeking the following:
  • Bachelor's degree or the equivalent combination of education and experience is required
  • 5-7 years of total work experience preferred
  • Experience in brokerage/advisory firm operations and/or client services is preferred

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 assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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