Client Operations Analyst (contract)

BNY; Town of Florida (NY); On-site; USD 33,000 - 41,000; Full time

Benefits offered by this job

Contract assignment via Tundra

Job summary

BNY is hiring for a Mutual Fund Transfer role on-site at 300 Building, Lake Mary, FL (4 days per week) with potential for extension. The team processes transfer requests between Pershing and directly held fund companies in a stable environment designed for growth.

This is a contract assignment with Tundra Technical Solutions. Pay ranges from 24–30 USD hourly, with responsibilities including reviewing forms, handling documentation, and protecting sensitive financial information.

Qualifications

• Demonstrates excellent attention to detail.
• Able to manage multiple tasks with deadlines in a structured environment.
• Reliable and punctual with strong communication.
• Comfortable handling sensitive financial information.
• Strong written and verbal communication skills.
• Proficient with Excel and Outlook.

Responsibilities

• Mutual Fund Transfer Processing: Review incoming transfer forms for accuracy and completeness, ensuring documentation is in good order prior to release.
• Work Basket Management: Process a high-volume work basket, reviewing transfer documentation and releasing transfers for processing (100+ documents per day).
• Transfer Requests & Follow-Ups: Fax and email transfer requests to fund companies, monitor in-process transfers, and follow up as needed.
• Client & Account Support: Handle sensitive customer account information within service center systems while maintaining accuracy and confidentiality.
• Operational Execution: Support daily manual processing workflows, including sending paperwork and managing transfers across varying account types.

Skills

Attention to detail

Time management

Reliability

Confidential data handling

Communication skills

Tools

Excel

Outlook

Job description

At BNY, our culture allows us to run our company better and enables you to grow and succeed. 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 and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance, and this is what is all about. Join us and be part of something extraordinary.

Job Summary

This role supports the Mutual Fund Transfer team by processing and reviewing transfer requests between Pershing and directly held fund companies. The position offers a stable, well‑documented environment where new talent can gain hands‑on exposure to foundational mutual fund transfer processing. The role is based on site at 300 Building, Lake Mary, FL (4 days per week) and includes the potential for extension.

Key Responsibilities

• Mutual Fund Transfer Processing: Review incoming mutual fund transfer forms for accuracy and completeness, ensuring all documentation is in good order prior to release.
• Work Basket Management: Process a high‑volume work basket, reviewing transfer documentation and releasing transfers for processing (approximately 100+ documents per day).
• Transfer Requests & Follow-Ups: Fax and email transfer requests to fund companies, monitor in‑process transfers, and perform required follow‑ups.
• Client & Account Support: Handle sensitive customer account information within service center systems while maintaining accuracy and confidentiality.
• Operational Execution: Support daily manual processing workflows, including sending paperwork and managing transfers across varying account types.

Qualifications

• Exceptional attention to detail
• Ability to manage multiple tasks with deadlines in a structured environment
• Reliable and punctual
• Comfortable handling sensitive financial information
• Strong written and verbal communication skills
• Proficiency with Excel and Outlook

Preferred Experience

• Financial Services industry experience (highly preferred)
• Experience working in operations, processing, or written correspondence
• Positive, team‑oriented mindset with the ability to work autonomously
• Interest in process improvement and proactive problem‑solving

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

BNY Newsroom

BNY LinkedIn

Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Pay Rate Range

24 - 30 USD hourly

Additional Notes

Applications will be accepted on an ongoing basis.

This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full‑time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.

Benefits Information

Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.