Specialist, Client Operation II

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 Specialist, Client Service Management to join our Wealth Services Client Service team. This role is located in Lake Mary.

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

• Participate in the end-to-end client service delivery model and reports on client satisfaction.
• Participate in issue resolution of moderately complex day-to-day issues and engages internal partners as needed.
• Collect data on the execution of service commitments.
• Build their understanding of clients’ business.
• Serve as a project member on projects to help clients streamline their operating model across our franchise.
• Engage in a culture of continuous service improvement, including digital adoption.
• Build relationships with business partners.
• May engage in client service activities related to client service or sales support, including assisting in the creation of RFPs, KPIs or client documents by providing required data.

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

• Bachelor’s degree or the equivalent combination of education and experience is required
• Client Service experience preferred
• Financial Services experience preferred
• Retirement account expertise preferred
• Strong analytical and communication skills
• 3-5 years of total work experience preferred

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

BNY Newsroom

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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.