Associate, Client Processing Representative II

BNY Mellon; Town of Florida (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Wellbeing programs

Paid leaves (including volunteer time)

Job summary

BNY Mellon in Florida seeks a Vice President, Client Processing Manager to lead the Client Processing team within the Fund Order Processing group. This in-office role is based in Lake Mary, Florida with a 4-day in-office expectation.

You will direct daily operations, serve as the primary client contact, and coordinate with operating areas and technology teams to ensure accurate records and timely updates. A Bachelor's degree in Business or Finance and 3+ years in transactional processing within

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Typically 3+ years in transaction processing or related field within financial services.
• Strong leadership and team management abilities.
• Excellent problem-solving and analytical skills.
• Effective communication and collaboration across diverse teams.

Responsibilities

• Lead the day-to-day operations of a client processing team, providing direction and technical assistance on complex matters.
• Serve as the primary client contact and coordinate with operating areas, internal teams, and clients to keep records updated timely.
• Support business and technology managers; handle complex client inquiries and escalate issues.
• Collaborate with technology and systems teams to ensure processes are efficient and risk mitigations are in place.

Skills

Leadership

Client service

Analytical

Communication

Education

Bachelor's degree in Business/Finance

Job description

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

We're seeking a future team member for the role of Vice President, Client Processing Manager to join our Fund Order Processing team. This role is located in [Lake Mary, Florida] - 4 day in office expectation.

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

• Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters.
• Serves as the primary point of contact for clients and assists in communicating needs and issues internally with operating areas and externally with clients. Participates in processing update to client accounts and company records to ensure they are managed correctly and in a timely manner.
• Provides support to business and technology managers. Handles complex client inquiries and requests. Identifies, investigates and resolves escalated and/or complex problems in client accounts or company records.
• Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations.

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

• Bachelor's degree in Business, Finance, or related field required.
• Typically 3+ years of experience in transaction processing or related field within financial services.
• Strong leadership and team management abilities.
• Excellent problem-solving and analytical skills.
• Effective communication and collaboration skills across diverse teams.

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

BNY Newsroom

BNY LinkedIn

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.