Specialist, Client Operations Representative

BNY; Town of Florida (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Paid time off

Volunteer time off

Job summary

BNY in New York is seeking a client service professional to manage complex inquiries, oversee client transactions, and ensure accurate reporting.

You will collaborate with internal teams, stay updated on regulations, and use data to identify improvements that drive client success and operational efficiency.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field is preferred.
• 0–3 years of experience.
• Strong analytical and problem-solving skills to manage client issues.
• Excellent communication and interpersonal abilities to build client relationships.
• Ability to collaborate across teams to improve operations.

Responsibilities

• Provide comprehensive client service by managing complex inquiries and ensuring timely resolutions.
• Coordinate and oversee operational processes related to client transactions and reporting.
• Collaborate with internal teams to enhance service delivery and client operations.
• Maintain knowledge of industry regulations and company policies to ensure compliance.
• Utilize data and analytics to identify trends and opportunities for process improvements.
• Foster strong client relationships through proactive communication and commitment to client success.

Skills

Client service

Analytical skills

Communication

Team collaboration

Regulatory knowledge

Education

Bachelor's degree in Business or Finance

Job description

Job Description

• Provide comprehensive client service by managing complex client inquiries and issues, ensuring resolutions are timely and in line with client expectations.


• Coordinate and oversee operational processes related to client transactions and reporting, ensuring accuracy and efficiency.


• Collaborate with internal teams to enhance service delivery and operational processes, demonstrating expertise in client operations.


• Maintain up-to-date knowledge of industry regulations and organizational policies to ensure compliance in all client interactions and processes.


• Utilize data and analytics to identify trends and opportunities for process improvements, contributing to strategic objectives.


• Foster strong client relationships through proactive communication and a commitment to client success.

Job Description

• Provide comprehensive client service by managing complex client inquiries and issues, ensuring resolutions are timely and in line with client expectations.


• Coordinate and oversee operational processes related to client transactions and reporting, ensuring accuracy and efficiency.


• Collaborate with internal teams to enhance service delivery and operational processes, demonstrating expertise in client operations.


• Maintain up-to-date knowledge of industry regulations and organizational policies to ensure compliance in all client interactions and processes.


• Utilize data and analytics to identify trends and opportunities for process improvements, contributing to strategic objectives.


• Foster strong client relationships through proactive communication and a commitment to client success.

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

• Bachelor’s degree in Business, Finance, or a related field preferred.


• 0-3 years of experience


• Strong analytical and problem-solving skills to manage and resolve client issues effectively.


• Excellent communication and interpersonal skills to build and maintain client relationships.


• Ability to work collaboratively across teams to drive operational efficiency and enhance client service delivery.

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 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, 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.