Senior Specialist, Client Operations

BNY Mellon

$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, finance, or related field
  • Advanced degree or FINRA security licenses preferred
  • 4-7 years of professional experience, preferably in securities brokerage
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Proficiency in client service operations and understanding of industry regulations

Responsibilities

  • Develop and implement client service strategies utilizing industry best practices
  • Lead initiatives to enhance client satisfaction and operational efficiency
  • Ensure compliance with regulatory requirements and company policies
  • Collaborate with cross-functional teams to address client needs
  • Provide expert guidance and support to internal teams and clients
  • Analyze client feedback and operational data to inform strategic decision-making

Benefits

  • Highly competitive compensation
  • Access to flexible global resources and tools for life management
  • Programs focused on health and personal resilience
  • Generous paid leave policies, including paid volunteer time
  • Support for achieving financial goals
Full Job Description
Job Description

Senior Specialist, Client Operations

We're seeking a future team member for the role of Senior Specialist, Client Operations to join our team. This role is located in Los Angeles, CA - 4 days in office required.

In this role, you'll make an impact in the following ways:
  • Develop and implement client service strategies by utilizing in-depth knowledge of client operations and industry best practices.
  • Lead initiatives to enhance client satisfaction and operational efficiency by continuously evaluating and improving service delivery processes.
  • Ensure compliance with regulatory requirements and company policies by maintaining up-to-date knowledge of industry standards and implementing necessary changes.
  • Collaborate with cross-functional teams to address client needs and resolve complex issues, demonstrating strong problem-solving skills.
  • Provide expert guidance and support to internal teams and clients, fostering a culture of excellence and continuous improvement.
  • Provide expert guidance and support to internal teams and clients, fostering a culture of excellence and continuous improvement.
  • Analyze client feedback and operational data to drive improvements and inform strategic decision-making.

To be successful in this role, we're seeking the following:
  • Bachelor's degree in business, Finance, or a related field.
  • Advanced degree, FINRA security licenses or professional certification preferred.
  • 4-7 years of professional experience, securities brokerage experience preferred.
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
  • Excellent communication and interpersonal skills, capable of building strong relationships with clients and internal teams.
  • Proficiency in client service operations and a thorough understanding of industry regulations and standards.

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.

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