Client Operations Specialist II: AI-Driven Support & Insights

BNY; Town of Florida (NY); On-site; USD 60,000 - 75,000; Full time

Job summary

BNY is seeking a detail-oriented professional to join our operations and client service team in New York. The role focuses on delivering an exceptional client experience through inquiry resolution, collateral processing, and client analysis while supporting day-to-day operations and specific account coverage.

You’ll also contribute to MIS reporting and collaborate on project work such as procedure updates, automation initiatives, and client profile maintenance, leveraging AI/digital tools to

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience preferred.
• Experience in operations or client service in financial organization preferred.
• Project / detail oriented.
• Project work with AI / Digital tools.

Responsibilities

• Delivering an exceptional client experience to our client base through regular inquiry resolution, collateral processing activities, client analysis
• Support day to day operational work
• Support day to day client coverage for specific accounts
• Some MIS reporting, collaboration on projects such as procedure updates, automation projects, client profile maintenance

Skills

Operations experience

Client service

AI / Digital tools

Detail oriented

Project-oriented

Education

Bachelor's degree

Job description

BNY is seeking a detail-oriented professional to join our operations and client service team in New York. The role focuses on delivering an exceptional client experience through inquiry resolution, collateral processing, and client analysis while supporting day-to-day operations and specific account coverage.

You’ll also contribute to MIS reporting and collaborate on project work such as procedure updates, automation initiatives, and client profile maintenance, leveraging AI/digital tools to