Vice President, Client Processing Manager

BNY Mellon; Town of Florida (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Generous paid leaves

Wellbeing programs

Job summary

A leading financial services provider is seeking a Vice President, Client Processing Manager to supervise a Client Processing support team in Lake Mary, FL. The role requires a Bachelor's degree and 4-5 years of work experience, with a preference for brokerage processing expertise. The position emphasizes team management and operational efficiency, focusing on accurate transaction handling and providing technical support for complex issues. Competitive compensation and extensive wellbeing programs are offered.

Qualifications

• 4-5 years of total work experience preferred, with at least 0-1 years in management.
• Experience in brokerage processing preferred.
• Applicable local/regional licenses or certifications as required by the business.

Responsibilities

• Supervise a small to medium-sized Client Processing support team.
• Manage daily transactional workflow within the team.
• Identify areas for operational improvements.
• Ensure accurate and timely transaction handling.
• Provide product knowledge and technical assistance on complex problems.
• Participate in the recruiting process and review performance.

Skills

Team management

Operational analysis

Client account management

Brokerage processing

Education

Bachelor's degree or equivalent

Job description

Vice President, Client Processing Manager

We're seeking a future team member for the role of Vice President, Client Processing Manager to join our Total Wealth Services Operations team. This role is located in Lake Mary, FL.

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

• Supervise a small to medium-sized Client Processing support team handling all aspects of client accounts, including solicitation, inquiries, transactional processing, and problem resolution
• Manage the daily transactional workflow within the team and align team resources to complete daily tasks efficiently
• Identify areas requiring operational analysis and resolution to improve efficiency
• Oversee Client Processing to ensure transactions are handled correctly and timely, utilizing MIS reporting for accuracy and timeliness
• Provide product knowledge and technical assistance on complex problems and act as the team's initial point of contact for escalation issues
• Participate in the recruiting process, instruct, assign, direct, and review the work of Client Processing analysts
• Prepare performance reviews and provide ongoing feedback to staff
• Provide input into departmental budgets and planning, and may develop business plans for team/group operations
• Contribute to the achievement of team objectives

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

• Bachelor's degree or equivalent combination of education and experience
• 4-5 years of total work experience preferred, with at least 0-1 years in management
• Experience in brokerage processing preferred
• Applicable local/regional licenses or certifications as required by the business

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.