Associate, Client Operations Representative I
at BNY Mellon
Posted 17 days ago
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The Associate, Client Operations Representative I at BNY Mellon is a client service role that serves as the technical expert for complex transactions and daily processes, providing direction to the team. The role independently handles complex client inquiries via phone, email, and other channels, researches and resolves operational issues, and communicates status updates. It also contributes to process improvement initiatives and may provide guidance to less experienced staff. The position is based in Lake Mary, FL and prefers candidates with a high school diploma (Bachelor's preferred) and 3–5 years of relevant experience.
- Compensation
- Not specified
- City
- Lake Mary
- Country
- United States
Currency: Not specified
Full Job Description
Associate, Client Operations Representative
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 Client Service - S4 to join our Client Service 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.
• Research and resolve complex operational or client issues, providing status updates on problem resolution and outstanding issues to other teams.
• Assist with process improvement by contributing ideas to improve team efficiency and coordinate implementation of resulting process changes.
To be successful in this role, we’re seeking the following:
• High school/secondary school diploma or equivalent combination of education and experience required; Bachelor’s degree preferred.
• 3-5 years of total work experience preferred.
• Experience in financial services preferred.
• Ability to provide guidance to less experienced staff and potentially serve as team leader.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
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.
