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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 Specialist, Client Processing - to join our team. This role location is Lake Mary, Florida (4 days in office expectation).
Responsibilities
Apply expertise and judgement in providing quality, complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing (STP and manual), reconciliations, accounting services, and timely updates to client accounts.
Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation, and manual processing of updates to client accounts or company records.
Serve as the primary point of contact for clients, executing all correspondent requisites accurately and timely, with an understanding of the underlying business and specific client needs.
Maintain correspondent accounts in compliance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
Requirements
High school/secondary school diploma or equivalent combination of education and experience required; Bachelor’s degree preferred.
5-7 years of total work experience preferred.
Experience in brokerage processing preferred.
Applicable local/regional licenses or certifications as required by the business.
Benefits
Highly competitive compensation
Benefits and wellbeing programs
Access to flexible global resources and tools
Generous paid leaves
Paid volunteer time
401(k) plan
Company-sponsored medical, dental, vision, and basic life insurance plans
Various paid time off benefits, such as vacation and sick time
