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BNY

Safeguards and moves assets for investors

Vice President, Operations Client Service Manager - Client Operations Manager

Customer ExperienceConfirmed live in the last 24 hours
Full-timeLake Mary, FL, USA$69k - $150kIn-person

About the Job

Requirements

  • A bachelor's degree in business, finance, or a related field, or an equivalent combination of education and experience, is required.
  • Typically, 7–12 years of experience in client operations, client service, financial services operations, or a related field is required.
  • Strong client relationship management, communication, and stakeholder engagement skills are required, including the ability to influence and collaborate across teams.
  • Demonstrated leadership, analytical, and problem-solving skills are required, including experience addressing complex operational and client service challenges.
  • A thorough understanding of client service operations, operational risk management, regulatory requirements, and industry best practices is required.

Responsibilities

  • Lead client service and operational support activities for a portfolio of clients by fostering strong relationships, understanding client objectives, and ensuring exceptional service delivery.
  • Develop and implement client service strategies by leveraging operational expertise, industry best practices, and performance metrics to enhance the client experience and improve service outcomes.
  • Partner with cross-functional teams across operations, technology, and business functions to resolve complex client issues, streamline processes, and drive operational efficiency.
  • Oversee client reporting and service delivery activities by ensuring the accuracy, timeliness, and quality of information provided to clients and key stakeholders.
  • Monitor operational performance, identify process improvement opportunities, and implement solutions that enhance client satisfaction, reduce risk, and strengthen controls.
  • Ensure compliance with regulatory requirements, internal policies, and operational standards while promoting a culture of accountability, risk awareness, and operational excellence.

Desired Qualifications

  • An advanced degree or professional certification is preferred.

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

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