Operations Associate (contract)

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement benefits

Job summary

BNY is seeking an entry‑level to early‑career Operations Specialist to support Entitlements and NetX Investor platforms. You will create investor IDs, help clean up accounts, and assist with regulatory and audit processes in a hybrid Lake Mary, FL environment.

The role emphasizes reliability, quick learning, and teamwork, with opportunities to grow into broader operational responsibilities and client support within financial services.

Qualifications

• Associate's degree or higher required.
• 1–3 years of professional experience (entry‑level candidates welcome).
• Strong reliability and attendance.
• Ability to learn new systems quickly and work both independently and within a team.
• Basic computer proficiency required.

Responsibilities

• Entitlements & Access Management: Create and maintain NetX Investor IDs, enabling secure client access to account information.
• Operational Support: Assist with projects related to orphaned and unmanaged accounts, including supporting account transitions off the platform.
• Returned Mail Processing: Review, code, and resolve returned or undeliverable mail to prevent accounts from becoming abandoned.
• Audit Support: Support returned mail processes by supplying account statements and documentation to auditors.
• Cross‑Team Collaboration: Work closely with onshore and offshore teams to manage urgent or high‑priority requests.
• Documentation & Accuracy: Ensure accurate data entry and adherence to internal operational procedures and controls.

Skills

Reliability & attendance

Learning agility

Teamwork

Basic computer proficiency

Education

Associate's degree or higher

Tools

Microsoft Office

Excel

Word

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 Entitlements and related Operational Functions within the NetX Investor platform. The position focuses on creating and managing investor access credentials, supporting account cleanup initiatives, and assisting with regulatory and audit‑related operational processes. This is an entry‑level to early‑career opportunity ideal for a reliable, motivated individual looking to build a foundation in financial services operations.

The role is hybrid (4 days onsite) in Lake Mary, FL.

Key Responsibilities

• Entitlements & Access Management: Create and maintain NetX Investor IDs, enabling secure client access to account information.
• Operational Support: Assist with projects related to orphaned and unmanaged accounts, including supporting account transitions off the platform.
• Returned Mail Processing: Review, code, and resolve returned or undeliverable mail to prevent accounts from becoming abandoned.
• Audit Support: Support returned mail processes by supplying account statements and documentation to auditors.
• Cross‑Team Collaboration: Work closely with onshore and offshore teams to manage urgent or high‑priority requests.
• Documentation & Accuracy: Ensure accurate data entry and adherence to internal operational procedures and controls.

Qualifications

• Associate's degree or higher required
• 1–3 years of professional experience (entry‑level candidates welcome)
• Strong reliability and attendance
• Ability to learn new systems quickly and work both independently and within a team
• Basic computer proficiency required

Preferred Experience

• Prior customer service or administrative experience
• Familiarity with Microsoft Office tools (Excel, Word)
• Interest in building a long‑term career in financial services
• Flexibility to support rare weekend work if required

Why Join Us

This role offers an excellent entry point into financial services operations, with exposure to entitlement management, audit support, and regulatory‑related processes. You’ll gain hands‑on experience with the NetX Investor platform while working closely with experienced team leads who provide one‑on‑one training. There is potential for conversion based on performance, budget, and business need.

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

Pay Rate Range

24 - 30 USD hourly

Benefits Information

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