Specialist, Client Processing II - Core Clearing Client Processing

BNY Mellon; Town of Florida (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Flexible global resources and tools

Generous paid leaves

Job summary

BNY Mellon is seeking an Associate, Client Processing II - Core Clearing to work in Lake Mary, FL. This role involves providing analytics and reporting, handling client issues, and cashiering securities.

The ideal candidate will have a Bachelor's degree, 3-5 years of experience, with preferred Series 7 and 24 FINRA licenses. Join a company that prioritizes employee wellbeing with competitive compensation and benefits.

Qualifications

• Bachelor's degree or the equivalent combination of education and experience.
• 3-5 years of total work experience preferred.
• Series 7 and Series 24 FINRA licenses preferred.
• Experience in DTC, Fed, or Non-US Market clearance and settlements operations preferred.
• Prior hands-on experience with AI prompting and automation projects highly preferred.

Responsibilities

• Provide complex analytics and reporting services.
• Handle complex external client issues.
• Responsible for cashiering of securities and processing transactions.
• Review and approve transactions through workflows.
• Solve complex problems regarding system intricacies.
• Participate in product development and system testing.

Skills

Analytics and reporting services

Client issue resolution

Cashiering of securities

Transaction approval

Complex problem solving

Product development participation

Education

Bachelor's degree or equivalent

Tools

AI prompting and automation tools

Job description

Associate, Client Processing II - Core Clearing Client Processing

This role is located in Lake Mary, FL.

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

• Provide complex analytics and reporting services, working to improve and automate Core Clearing systems
• Handle complex external client issues including servicing various programs, resolving operational issues, and product implementations
• Responsible for the cashiering of securities and the processing of new issues, wire transfers, and security exchanges
• Review and approve transactions through various workflows
• Solve complex problems based on an understanding and knowledge of the intricacies of the system
• Participate in innovative product development, product enhancement, and system testing to ensure that Global Clearing products continue to accurately and efficiently process high value transactions

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

• Bachelor's degree or the equivalent combination of education and experience.
• 3-5 years of total work experience preferred.
• Series 7 and Series 24 FINRA licenses preferred.
• Experience in DTC, Fed, or Non-US Market clearance and settlements operations preferred.
• Prior hands‑on experience with AI prompting and automation projects highly preferred.

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.