Senior Specialist, Client Processing - Trade Servicing

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 #Life AtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Specialist, Client Processing to join our Trade Servicing team. This role is located in** Lake Mary, FL (Northern Orlando)**.

In this role, you’ll make an impact in the following ways:

• Acts as a subject matter expert, and may be tasked with team training and projects.
• Monitors trade transaction and take ownership on the business delivery and also acts as business validators by addressing flags raised by transaction system and staff.
• Must be a subject matter experts of business with respect to Training and Technology collision.
• Proper handling of Management Information and manage the training and technology need of the team
• Managing the daily business requirement and ensuring the trade transactions are accurately performed. Performing the quality check and internal control management.
• Works directly with clients/Client service office and other stake holders in order to resolve queries and/or to define solutions and adhere to escalation management
• Assess exception to process and inherent/residual risk in the process and ensure adequate and effective control management and execution
• Assist in reviewing/developing Department Operating Instructions and ensure adherence of Policy and Procedures.
• Gathers and analyzes data to identify and solve complex problems that arise with little or no precedent; looks beyond the immediate problem to the wider implications.

To be successful in this role, we’re seeking the following:

• Bachelors degree or the equivalent combination of education and experience is required.
• 5-7 years of total work experience is preferred.
• Prior Trade Operations experience highly preferred.
• Trade Certification like CDCS, CSDG, CITF preferred.
• Strong communication and influencing skills to manage diverse stakeholders.

At BNY, our culture speaks for itself, check out the latest BNY news at:

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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.