Specialist, Client Processing II - Core Clearing Client Processing

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

Benefits offered by this job

Paid vacation and sick time

Paid volunteer time

Health coverage

401(k) plan with company match

Job summary

BNY is seeking an Associate for Client Processing II in Lake Mary, FL, responsible for complex analytics and reporting services, client issue handling, and processing of securities. Candidates should have a Bachelor’s degree, with 3-5 years of experience preferred, plus relevant FINRA licenses.

The role includes innovative product development and system testing. BNY offers competitive compensation, healthcare, and benefits including a 401(k) with company match.

Qualifications

• 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 operations preferred.

Responsibilities

• Provide complex analytics and reporting services to improve Core Clearing systems.
• Handle complex client issues and product implementations.
• Review and approve transactions through various workflows.

Skills

Analytics and reporting

Client issue resolution

Transaction processing

Problem-solving

Product development

Education

Bachelor’s degree or equivalent

Tools

AI prompting

Automation projects

Job description

Associate, Client Processing II – Core Clearing Client Processing

Global Clearing Operations – Lake Mary, FL.

Responsibilities

• 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

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.

Benefits

BNY offers competitive compensation and benefits, including paid vacation and sick time, paid volunteer time, and a 401(k) plan with company match. Bonus and incentive awards may be available depending on location and role. Employees also have access to healthcare coverage, dental, vision, life insurance, and wellness programs.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups, Females, Individuals with Disabilities, Protected Veterans.