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 work experience preferred
  • Experience in brokerage/advisory operations/client services preferred

Responsibilities

  • Support clients in addressing and resolving complex operational and technical issues
  • Proactively assist clients in identifying potential business needs and direct them to appropriate resources
  • Resolve complex or non-routine client issues or inquiries as needed
  • Utilize in-depth knowledge of client issues to contribute to business development
  • Propose expanded offerings to clients using understanding of BNY products and services
  • Lead and participate in initiatives designed to improve client experience

Benefits

  • Highly competitive compensation and benefits
  • Flexible global resources and tools for life’s journey
  • Focus on health and personal resilience
  • Support for reaching financial goals
  • Generous paid leaves, including paid volunteer time
Full Job Description
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.

Same Posting Description for Internal and External Candidates

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