Associate, Client Processing I - Total Wealth Services Ops
at BNY Mellon
Posted 17 days ago
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BNY Mellon is seeking an Associate in Wealth Operations to provide routine and non-routine client service and transactional support for Total Wealth Services. The role processes account-related transactions, researches and resolves client issues, and escalates complex situations to senior colleagues. The position requires interaction with other teams to ensure timely delivery of services and leverages automation and AI tools alongside Microsoft Office. Location: Lake Mary, FL.
- Compensation
- Not specified
- City
- Lake Mary
- Country
- United States
Currency: Not specified
Full Job Description
Associate, Client Processing I
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 Associate, Client Processing I - Total Wealth Services Ops to join our Wealth Operations team. This role is located in Lake Mary, FL.
In this role, you’ll make an impact in the following ways:
- Perform routine and non-routine client service and transactional support functions
- Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
- Process account related transactions per scheduled events/client authenticated direction
- Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required
- 0-3 years of total work experience is preferred
- Experience in the securities or financial services industry is a plus
- Applicable local/regional licenses or certifications as required by the business
- Solid understanding and hands-on use of automation and AI tools
- Experience using Microsoft Office
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.
