Specialist, Client Processing Representative

BNY Mellon

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

Qualifications

  • Bachelor's degree or equivalent education/experience required.
  • 3+ years of total work experience preferred.
  • Experience in brokerage processing preferred.
  • Applicable local/regional licenses or certifications required.
  • Strong analytical and problem-solving abilities.

Responsibilities

  • Provide complex analytics and reporting services to improve systems.
  • Manage moderate to complex external client issues.
  • Advise organizational units to ensure timely service delivery.
  • Meet with teams to resolve problems and issues promptly.
  • Participate in product development and system testing.
  • Solve complex problems using in-depth systems knowledge.
  • Integrate area knowledge with industry standards to provide client solutions.

Benefits

  • Highly competitive compensation and benefits package.
  • Access to global resources for personal and professional growth.
  • Generous paid leaves, including volunteer time.
  • Focus on health, resilience, and financial goals.
  • Eligibility for a 401(k) plan and company-sponsored insurance plans.
Full Job Description
Job Description

We're seeking a future team member for the role of Senior Specialist, Client Processing to join our Client Processing team. This role is located in Lake Mary, Florida and will require you to be in-office four days.

In this role, you'll make an impact in the following ways:
  • Provides complex analytics and reporting services, working to improve and automate Client Processing systems.
  • Manages moderate to complex external client issues.
  • Directly advises other organizational units/teams to ensure timely delivery of service, or resolution of issue.
  • Meets with organizational units/teams to ensure problems and issues are being addressed appropriately and that they are resolved in a timely manner.
  • Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
  • Solves complex problems based on an understanding and knowledge of the intricacies of the system.
  • Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.


To be successful in this role, we're seeking the following:
  • Bachelor's degree or the equivalent combination of education and experience is required.
  • 3+ years of total work experience is preferred.
  • Experience in brokerage processing is preferred.
  • Applicable local/regional licenses or certifications as required by the business.


About the Team

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 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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