Associate, Client Processing Representative II

BNY; Town of Florida (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) plan

Medical, dental, vision, and life insurance

Paid vacation and sick leave

Paid volunteer time

Job summary

BNY is seeking a Vice President, Client Processing Manager to join the Fund Order Processing team in Lake Mary, Florida. This role involves leading the day-to-day operations of a client processing support team, while managing client inquiries and collaborating with technology teams.

The ideal candidate will possess a Bachelor's degree and at least 3 years of experience in transaction processing within financial services. Strong leadership and problem-solving skills are essential, along with effective communication abilities.

BNY offers competitive compensation, benefits, and a supportive work culture.

Qualifications

• 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.

Responsibilities

• Lead day-to-day operations of a client processing support team.
• Communicate client needs and issues internally and externally.
• Handle complex client inquiries and requests.
• Work closely with technology and systems teams for efficiency.

Skills

Leadership and team management abilities

Problem-solving and analytical skills

Effective communication and collaboration skills

Education

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

Job description

Job Description

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.

Responsibilities

• Lead day-to-day operations of a small‑to‑medium sized client processing support team, providing direction and technical assistance on complex matters.
• Act as the primary point of contact for clients, communicating 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 timely.
• Support business and technology managers. Handle complex client inquiries and requests. Identify, investigate, and resolve escalated and/or complex problems in client accounts or company records.
• Work closely with technology and systems teams to ensure the system is efficient and incorporates necessary risk mitigations.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 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 Compensation

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and a pay‑for‑performance philosophy. Compensation includes a base salary (details in the Job Info section) and may include eligibility for an annual discretionary incentive award. Eligible employees may enroll in a 401(k) plan and participate in company‑sponsored medical, dental, vision, and basic life insurance plans for the employee and eligible dependents. Additional benefits include paid vacation, sick leave, and paid volunteer time.

Equal Employment Opportunity

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