Specialist, Client Operations I

About the role

This role is located in Lake Mary and involves participating in the end-to-end client service delivery model, resolving moderately complex day-to-day issues, collecting data on service commitments, building relationships with business partners, and engaging in continuous service improvement.

Responsibilities

• Participate in the end-to-end client service delivery model and reports on client satisfaction.
• Participate in issue resolution of moderately complex day-to-day issues and engages internal partners as needed.
• Collect data on the execution of service commitments.
• Serve as a project member on projects to help clients streamline their operating model across our franchise.
• Build their understanding of clients’ business.
• Engage in a culture of continuous service improvement, including digital adoption.
• Build relationships with business partners.
• May engage in client service activities related to client service or sales support, including assisting in the creation of RFPs, KPIs or client documents by providing required data.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience preferred.
• Client Service experience preferred.
• Financial Services experience preferred.
• Strong analytical and communication skills.
• The ideal person should be well organized, professional, extraverted, outgoing, and have a driven mentality.
• Problem-solving and motivated.

Qualifications

• Well-organized, client-facing, and able to provide excellent client service through professionalism and personable traits.

Skills

• Strong analytical and communication skills.
• Well-organized, client-facing, and able to provide excellent client service through professionalism and personable traits.

Benefits

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.

Pay

TBD

Schedule

TBD

Benefits

At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here’s a Few Of Our Recent Awards America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025

Equal Opportunity Employer

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.