Specialist, Client Service Representative

BNY; Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Job summary

BNY seeks a Specialist, Client Processing to join the GSS Enablement team in Lake Mary, FL. You will handle end-to-end repo workflows, monitor real-time operational exceptions, and ensure timely settlements across proprietary systems.

Collaboration with technology, risk, and product teams is essential to drive enterprise initiatives. Requirements include a Bachelor's degree in Finance/Business/Economics and 0-3 years of experience.

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required.
• Finance, business, economics, accounting, or business preferred
• 0-3 years of total work experience is preferred.

Responsibilities

• Facilitate end to end repo workflows including trade, collateral, and liquidity management.
• Monitor and resolve operational exceptions in real time with timely settlements.
• Daily reconciliations across our proprietary systems and risk controls.
• Troubleshoot collateral optimization tasks given client parameters (eligibility, concentration, liquidity).
• Collaborate with technology, client service, risk, and product teams to address operational issues.

Skills

Analytical thinking

Problem solving

Communication skills

Risk mindset

Education

Bachelor's degree in Finance/Business/Economics

Job description

Job Description

We’re seeking a future team member for the role of

• In this role, you’ll make an impact in the following ways:
• Facilitate end to end repo workflows including trade, collateral, and liquidity management.
• Monitor and resolve operational exceptions in real time such as breaks, collateral shortfalls, pledges, releases, and wire issues.
• Daily reconciliations across our proprietary systems will be essential, with responsibility for resolving exceptions and ensuring timely settlements.
• Troubleshoot collateral optimization tasks given specific client parameters including eligibility, concentration, and liquidity constraints.
• Collaborate with technology, client service, risk, and product teams to address operational exceptions and driving enterprise initiatives.
• Maintain comprehensive documentation, procedures, and evidence of controls whilst contributing to operational metrics and reporting.
• Identify process improvement opportunities such as automation and workflow enhancements and explore AI integration to reduce manual touchpoints.
• To be successful in this role, we’re seeking the following:
• Bachelor's degree or the equivalent combination of education and experience is required.
• Finance, business, economics, accounting, or business preferred
• 0-3 years of total work experience is preferred.
• Strong analytical and problem-solving skills with ability to triage exceptions quickly and drive timely resolution across internal and external stakeholders.
• Demonstrate operational risk and control mindset with ability to follow procedures, document evidence, and meet tight deadlines and cutoffs.
• Clear written and verbal communication skills, comfortable engaging with clients, market partners, and internal stakeholders in a fast-paced environment.
• Preferred qualifications:
• Back-office operations experience in financial services
• Familiarity of US triparty repo mechanics and US treasury clearing processes.
• Exposure to industry change programs such as US treasury central clearing, US treasury 24x7, or Equities 23x5, etc.
• Understanding of regulatory frameworks and risk management best practices.
• Experience with enterprise-level continuous improvement projects, workflow automation, or artificial intelligence initiatives.

Job Description

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

• In this role, you’ll make an impact in the following ways:
• Facilitate end to end repo workflows including trade, collateral, and liquidity management.
• Monitor and resolve operational exceptions in real time such as breaks, collateral shortfalls, pledges, releases, and wire issues.
• Daily reconciliations across our proprietary systems will be essential, with responsibility for resolving exceptions and ensuring timely settlements.
• Troubleshoot collateral optimization tasks given specific client parameters including eligibility, concentration, and liquidity constraints.
• Collaborate with technology, client service, risk, and product teams to address operational exceptions and driving enterprise initiatives.
• Maintain comprehensive documentation, procedures, and evidence of controls whilst contributing to operational metrics and reporting.
• Identify process improvement opportunities such as automation and workflow enhancements and explore AI integration to reduce manual touchpoints.
• To be successful in this role, we’re seeking the following:
• Bachelor's degree or the equivalent combination of education and experience is required.
• Finance, business, economics, accounting, or business preferred
• 0-3 years of total work experience is preferred.
• Strong analytical and problem-solving skills with ability to triage exceptions quickly and drive timely resolution across internal and external stakeholders.
• Demonstrate operational risk and control mindset with ability to follow procedures, document evidence, and meet tight deadlines and cutoffs.
• Clear written and verbal communication skills, comfortable engaging with clients, market partners, and internal stakeholders in a fast-paced environment.
• Preferred qualifications:
• Back-office operations experience in financial services
• Familiarity of US triparty repo mechanics and US treasury clearing processes.
• Exposure to industry change programs such as US treasury central clearing, US treasury 24x7, or Equities 23x5, etc.
• Understanding of regulatory frameworks and risk management best practices.
• Experience with enterprise-level continuous improvement projects, workflow automation, or artificial intelligence initiatives.

About Us

At BNY, our culture allows us to run our company better and enables employee’s 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.