Associate, Client Processing Representative II - Total Wealth Services Ops
at BNY Mellon
Posted 17 days ago
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BNY Mellon is seeking an experienced Associate to lead day-to-day operations for a small- to medium-sized client processing support team within Wealth Operations in Lake Mary, FL. The role serves as the primary client contact, provides work direction and technical assistance on complex matters, and participates in processing updates to client accounts and company records. The role requires identifying, investigating, and resolving escalated or complex account issues while working closely with technology and systems teams to improve efficiency and mitigate risk. Strong collaboration, problem-solving skills, and familiarity with Microsoft Office are expected.
- Compensation
- Not specified
- City
- Lake Mary
- Country
- United States
Currency: Not specified
Full Job Description
Associate, Client Processing Representative II - Total Wealth Services Ops
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 Representative II - 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:
- Serve as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters
- Act as the primary point of contact for clients and assist in communicating needs and issues internally with operating areas and externally with clients
- Participate in processing updates to client accounts and company records to ensure they are managed correctly and in a timely manner
- Identify, investigate, and resolve escalated and/or complex problems in client accounts or company records, working closely with technology and systems teams to ensure system efficiency and risk mitigation
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
- 7 plus years of technical and management experience preferred
- Experience in the securities or financial services industry is a plus
- Applicable local/regional licenses or certifications as required by the business
- Experience with Microsoft Office product suite.
- A desire to collaborate, problem solve and seek innovative ways to improve processes.
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.
