Senior Associate, Client Operations

BNY Mellon; Town of Florida, Northern (NY, KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Generous paid leaves

Volunteer time off

Job summary

BNY Mellon is seeking a Senior Associate, Client Operations in Lake Mary, FL. Join a team that drives efficient client service delivery, collaborates across functions, and ensures regulatory compliance in a dynamic financial services environment.

The role emphasizes continuous improvement, cross‑functional collaboration, and leveraging industry best practices to deliver accurate client reporting and excellence in client service.

Qualifications

• Bachelor’s degree in Business Administration, Finance, or related field.
• 4–7 years of experience in operations and/or client services preferred.
• Strong analytical, communication, and interpersonal skills; client-facing experience a plus.

Responsibilities

• Contribute to the client operations team by fostering continuous improvement and excellence, aligning with BNY's principles.
• Develop and implement strategies to enhance client service delivery using best practices and innovative solutions.
• Collaborate with cross-functional teams to streamline processes and improve reporting accuracy and timeliness.
• Serve as the point of contact for key clients, addressing needs and coordinating with product/engineering teams.
• Ensure compliance with regulatory requirements and internal policies, maintaining high standards of operational integrity and risk management.

Skills

Analytical skills

Communication

Interpersonal skills

Problem solving

Client service experience

Education

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

Advanced degree or relevant certifications (a plus)

Tools

Brokerage platforms

Job description

SENIOR ASSOCIATE, CLIENT OPERATIONS

At BNY, our culture allows us to run our company better and enables employees’ growth and success. 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, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Associate, Client Operations to join our team. The position is located in Lake Mary, Florida (4 days in office per week).

In this role, you’ll make an impact in the following ways:

• Contribute to the client operations team by fostering a culture of continuous improvement and excellence, ensuring alignment with BNY's principles.
• Develop and implement strategies to enhance client service delivery, by leveraging industry best practices and innovative solutions.
• Collaborate with cross-functional teams to streamline processes and improve operational efficiencies, ensuring timely and accurate client reporting.
• Serve as the point of contact for key clients, addressing their needs and concerns with professionalism and expertise. Liaison between clients and product/engineering teams.
• Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of operational integrity and risk management.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree in Business Administration, Finance, or a related field.
• Advanced degree or relevant certifications are a plus.
• Typically 4-7 years of experience. Experience in an operational area and/or client services is preferred.
• Excellent analytical and problem‑solving abilities.
• Effective communication and interpersonal skills for client interaction and collaboration across teams.
• Subaccounting and/or Brokerage experience a plus

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

Our Benefits and Rewards:

• BNY offers highly competitive compensation, benefits, 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.