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Specialist, Client Processing

BNY
Lake Mary, United Statesfull_timeVerifiedPosted 17 Jun 2026

About the role

We’re seeking a future team member for the role of Specialist, Client Processing to join our Trade Capture team. This role is located in Lake Mary, Florida (4days in office expectation).
 

In this role, you’ll make an impact in the following ways:

  • Execute client transactions efficiently and accurately, maintaining a high standard of service by demonstrating expertise in client processing.
  • Resolve client inquiries and issues promptly, ensuring client satisfaction and adherence to BNY's service standards.
  • Collaborate with internal teams to ensure seamless transaction processing, fostering a culture of teamwork and continuous improvement.
  • Analyze transaction data to identify trends and opportunities for process optimization, contributing to operational excellence.
  • Maintain up-to-date knowledge of industry regulations and BNY policies to ensure compliance in all client interactions.
  • Support initiatives aimed at enhancing the client experience, aligning with BNY's focus on innovation and client trust.
     

To be successful in this role, we’re seeking the following:

  • Bachelor's degree in Finance, Business Administration, or a related field preferred.
  • 0-5 years of experience.
  • Experience in brokerage processing preferred.
  • Strong analytical skills with the ability to interpret transaction data and identify improvement opportunities.
  • Excellent communication skills for effective client interaction and resolution of inquiries.
  • Detail-oriented with a focus on accuracy in transaction processing and compliance with standards.
  • At BNY, our culture speaks for itself, check out the latest BNY news at:

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.

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Company

BNY

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