Associate, Client Operations Representative I
at BNY Mellon
Posted 16 days ago
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BNY Mellon is seeking an Associate, Client Operations Representative I to serve as a technical expert on complex transactions and provide day-to-day direction to the team. The role involves responding to complex client inquiries via phone and email, researching and resolving operational issues, and escalating or routing matters as needed. The position includes coaching and providing guidance to less experienced staff, contributing to process improvements, and ensuring quality and completion of work. This role is located in Lake Mary, FL and is within the financial services sector.
- Compensation
- Not specified
- City
- Lake Mary
- Country
- United States
Currency: Not specified
Full Job Description
Associate, Client Operations
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of INSERT JOB TITLE to join our LINE of BUSINESS OR CORPORATE ORGANIZATION team. This role is located in Lake Mary, FL
In this role, you’ll make an impact in the following ways:
- Serve as the technical expert for complex transactions and processes on a daily basis and provide work direction for the team.
- Independently assist clients by responding to complex phone, email, and other inquiries regarding company products, services, and procedures.
- Respond to client questions on BNY Mellon product features and provide technical assistance for the most complex issues escalated by junior team members.
- Research and resolve complex operational or client issues, identify trends in client issues, and propose solutions.
- Provide status updates on problem resolution and outstanding issues to other teams and direct inquiries to the appropriate resources at BNY Mellon.
- Assist with process improvement by contributing ideas to improve team efficiency and coordinate implementation of resulting process changes.
- Provide guidance to less experienced staff and may serve as the team leader for a team of support staff.
- Be responsible for the quality and completion of own work and help develop and contribute to the achievement of team objectives.
To be successful in this role, we’re seeking the following:
- High school/secondary school diploma or the equivalent combination of education and experience is required; Bachelor’s degree preferred.
- 3-5 years of total work experience preferred.
- Experience in financial services preferred.
At BNY, our culture speaks for itself, check out the latest BNY news at:
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 is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
