Senior Specialist, Client Processing

BNY; Florida; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) plan

Medical insurance

Dental insurance

Paid time off

Job summary

BNY in Lake Mary, FL seeks a Senior Specialist, Client Processing to deliver advanced analytics and reporting, improve and automate Client Processing systems, and guide internal teams to ensure timely service delivery.

The role requires a Bachelor's degree and 5–7 years of total experience, with brokerage processing experience preferred. Applicable licenses or certifications may be required by the business, reflecting the role's regulated environment.

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required.
• 5-7 years of total work experience is preferred.
• Experience in brokerage processing is preferred.
• Applicable local/regional licenses or certifications as required by the business.

Responsibilities

• Provides complex analytics and reporting services, working to improve and automate Client Processing systems.
• Manages moderate to complex external client issues and directly advises other organizational units/teams to ensure timely delivery of service or resolution of issue.
• Participates in product development, product enhancement, and system testing to ensure products continue to accurately and efficiently process high value transactions.
• Solves complex problems by applying in-depth area knowledge, industry standards, and best practices to provide solutions to internal and external clients.

Skills

Analytical thinking

Communication skills

Education

Bachelor's degree

Tools

Brokerage processing systems

Job description

Job Description

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.

Job Description

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 is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Senior Specialist, Client Processing to join our Client Processing team. This role is located in Lake Mary, FL.

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

• Provides complex analytics and reporting services, working to improve and automate Client Processing systems.
• Manages moderate to complex external client issues and directly advises other organizational units/teams to ensure timely delivery of service or resolution of issue.
• Participates in product development, product enhancement, and system testing to ensure products continue to accurately and efficiently process high value transactions.
• Solves complex problems by applying in-depth area knowledge, industry standards, and best practices to provide solutions to internal and external clients.

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

• Bachelor's degree or the equivalent combination of education and experience is required.
• 5-7 years of total work experience is preferred.
• Experience in brokerage processing is preferred.
• Applicable local/regional licenses or certifications as required by the business.

About Us

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 is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest 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, and 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.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an at will position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.