Full-Time

Senior Specialist

Client Operations

Updated on 9/3/2026

BNY

BNY

Global asset management and financial advisory

Compensation Overview

$58k - $120k/yr

+ Commission earnings + Discretionary bonuses + Short-term incentives + Long-term incentives

Los Angeles, CA, USA

Hybrid

Four days in office per week in Los Angeles.

Bachelor's, Master's, PhD

Category
Customer Experience & Support (1)
Required Skills
Data Analysis

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Requirements
  • Bachelor’s degree in business, Finance, or a related field.
  • Advanced degree, FINRA security licenses or professional certification preferred.
  • 4-7 years of professional experience, securities brokerage experience preferred.
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
  • Excellent communication and interpersonal skills, capable of building strong relationships with clients and internal teams.
  • Proficiency in client service operations and a thorough understanding of industry regulations and standards.
Responsibilities
  • Develop and implement client service strategies by utilizing in-depth knowledge of client operations and industry best practices.
  • Lead initiatives to enhance client satisfaction and operational efficiency by continuously evaluating and improving service delivery processes.
  • Ensure compliance with regulatory requirements and company policies by maintaining up-to-date knowledge of industry standards and implementing necessary changes.
  • Collaborate with cross-functional teams to address client needs and resolve complex issues, demonstrating strong problem-solving skills.
  • Provide expert guidance and support to internal teams and clients, fostering a culture of excellence and continuous improvement.
  • Analyze client feedback and operational data to drive improvements and inform strategic decision-making.

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

  • BNY's $500 million preferred raises extend balance-sheet flexibility through volatile 2026 markets.
  • RLUSD custody and Liontrust trading wins expand sticky fee income across two growth vectors.
  • BNY Wealth manages $2.1 trillion AUM, supporting cross-sell into affluent clients and institutions.

What critics are saying

  • BNY is closing Cork and Poole offices, risking roughly 400 jobs by 2027.
  • Liquidity needs drove two 2026 preferred offerings, diluting common holders and raising capital costs.
  • Digital-asset ambitions face regulatory delay; Galaxy staking waits for approval, slowing product monetization.

What makes BNY unique

  • BNY custody and administration reached $62.6 trillion by June 30, 2026.
  • Ripple chose BNY for RLUSD reserves custody in July 2025.
  • Liontrust outsourced trading to BNY's Buy-Side Trading Solutions in June 2025.

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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.