Full-Time

Senior Specialist

Client Processing

BNY

BNY

Global asset management and financial advisory

Compensation Overview

$59k - $98k/yr

Lake Mary, FL, USA

Hybrid

Four days on-site per week in Lake Mary, Florida.

Category
Operations & Logistics (1)
Required Skills
Data Analysis

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Requirements
  • Bachelor’s degree or the equivalent combination of education and experience is required.
  • Applicable local/regional licenses or certifications as required by the business.
  • People Leadership requirement (if applicable)
Responsibilities
  • Provides complex analytics and reporting services, working to improve and automate Client Processing systems.
  • Manages moderate to complex external client issues and directly advises other organizational units/teams to ensure timely delivery of service or resolution of issue.
  • Participates in product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
  • Solves complex problems based on an understanding and knowledge of the intricacies of the system and integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
Desired Qualifications
  • 5-7 years of total work experience is preferred.
  • Experience in brokerage processing is preferred

BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.

Company Size

N/A

Company Stage

Post IPO Equity

Headquarters

New York City, New York

Founded

1784

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Simplify Jobs

Simplify's Take

What believers are saying

  • Personalized, tax-efficient portfolio management fits affluent clients and family offices.
  • Managed account infrastructure supports flexible UMAs and multi-asset portfolio construction.
  • BNY's cash, FX, and liquidity capabilities serve cross-border, multi-asset clients.

What critics are saying

  • Fidelity, Schwab, and Morgan Stanley intensify pricing pressure on wealth platforms.
  • Poole and Cork closures can disrupt EMEA client coverage and staff morale.
  • Alternative-platform execution failures would leave private-market fees to faster competitors.

What makes BNY unique

  • Integrated Active Wealth combines investing, tax, estate planning, banking, and lending.
  • BNY Pershing offers unified workflows, third-party integration, and interoperability for advisors.
  • Alts Bridge simplifies alternative and private-market access for wealth intermediaries.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Remote Work Options

Unlimited Paid Time Off

Company News

Bournemouth Echo
Sep 21st, 2025
Bank of New York to close Poole office, affecting 200 jobs

Bank of New York to close Poole office, affecting 200 jobs.

Cork's 96FM
Sep 16th, 2025
US finance house to close Cork office

The American financial services firm BNY Mellon, which employs over 1,000 people in Ireland, is to close its office in Cork.

PR Newswire
Sep 3rd, 2025
BNY Announces Pricing of Public Offering of $500,000,000 of Depositary Shares Representing Interests in Preferred Stock

/PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, today announced that it priced an underwritten...

Funds Global Asia
Aug 26th, 2025
AllianceBernstein names CEO and country head for India

AllianceBernstein has appointed Pawan Panjwani as chief executive officer and country head of India, effective immediately.

CoinGape
Jul 9th, 2025
Ripple Taps $2 Trillion AUM BNY Mellon for Custody of RLUSD Reserves

Ripple has partnered with BNY Mellon, a global financial institution managing over $2 trillion in assets, to serve as the primary custodian for RLUSD reserves.