Senior Specialist, Client Operations

BNY Mellon

$70K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

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

Responsibilities

  • Support clients in resolving complex operational and technical issues
  • Proactively assist clients in identifying business needs and directing them to resources
  • Resolve complex or non-routine client inquiries
  • Contribute to business development with knowledge of client issues
  • Propose expanded offerings based on understanding of BNY products
  • Lead internal initiatives to enhance client experience

Benefits

  • Highly competitive compensation
  • Comprehensive well-being programs
  • Access to flexible global resources
  • Generous paid leaves including volunteer time
  • Support for personal resilience and financial goals
Full Job Description
Senior Specialist, Client Operation

We9re seeking a future team member for the role of Senior Specialist, Client Operations. This role is located in Lake Mary.

In this role, you9ll 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, we9re seeking the following:
  • Bachelor9s 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 life9s 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.

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