Associate, Client Processing Representative II

BNY Mellon; Town of Florida (NY); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive compensation

Flexible global resources

Generous paid leaves

Job summary

BNY Mellon in Lake Mary, Florida, is seeking a Vice President, Client Processing Manager to lead the Fund Order Processing team. This role involves overseeing daily operations, serving as the main point of contact for clients, and resolving complex client inquiries.

The ideal candidate should possess a Bachelor’s degree in Business or Finance and have over 3 years of relevant experience within financial services. BNY offers competitive compensation along with flexible resources and attractive benefits.

Qualifications

• Typically 3+ years of experience in transaction processing or related field within financial services.

Responsibilities

• Lead day-to-day operations of client processing support team.
• Serve as primary point of contact for clients, communicating needs.
• Provide support for business and technology managers.
• Work closely with technology and systems teams.

Skills

Leadership and team management abilities

Problem-solving skills

Analytical skills

Effective communication

Collaboration skills

Education

Bachelor’s degree in Business, Finance, or related field

Job description

Vice President, Client Processing Manager to join our Fund Order Processing team.

Location: Lake Mary, Florida – 4-day in-office expectation.

Responsibilities

• Lead day-to-day operations of a small-to-medium client processing support team, providing work direction and technical assistance on complex matters.
• Serve as the primary point of contact for clients and communicate needs and issues internally with operating areas and externally with clients. Participate in processing updates to client accounts and company records to ensure they are managed correctly and in a timely manner.
• Provide support to business and technology managers, handle complex client inquiries and requests, and identify, investigate and resolve escalated or complex problems in client accounts or company records.
• Work closely with technology and systems teams to ensure systems are efficient and incorporate necessary risk mitigations.

Qualifications

• 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.

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.