
Senior Specialist, Client Operations
About the role
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 Operations. This role is located in Lake Mary, FL.
In this role, you’ll make an impact in the following ways:
- Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed
- Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at BNY
- Resolves complex or non-routine client issues or inquiries, as needed
- Uses in-depth knowledge of client issues and needs to contribute to business development efforts
- Uses understanding of BNY products and services to best propose expanded offerings to clients for front office consideration
- Leads and participates in internal activities and initiatives designed to improve client experience
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required
- 5-7 years of total work experience preferred
- Experience in brokerage/advisory firm operations and/or client services is preferred
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.
About BNY Mellon
Lake Mary
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