BNY Wealth Newport Beach CA

Senior Associate, Client Operations

Full-time · Lake Mary, FL
✓ Verified live on the employer's own system · added today
Save search
Mid-level · 4+ yrs exp

Requirements

Education: Bachelor's degree or related field

Experience: 4+ years

Skills & tools

OperationsProcess ImprovementCustomer ServiceCommunicationsAccounting

Benefits — mentioned in this posting

Wellness & perksPaid time off
Apply on company site ↗ See your fit → free

Full job description

We're seeking a future team member for the role of Senior Associate, Client Operations to join our team. The position is located in Lake Mary, Florida (4 days in office per week).

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

- Contribute to the client operations team by fostering a culture of continuous improvement and excellence, ensuring alignment with BNY's principles. - Develop and implement strategies to enhance client service delivery, by leveraging industry best practices and innovative solutions. - Collaborate with cross-functional teams to streamline processes and improve operational efficiencies, ensuring timely and accurate client reporting. - Serve as the point of contact for key clients, addressing their needs and concerns with professionalism and expertise.

Liaison between clients and product/engineering teams. - Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of operational integrity and risk management.

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

- Bachelor's degree in Business Administration, Finance, or a related field. - Advanced degree or relevant certifications are a plus. - Typically 4-7 years of experience. Experience in an operational area and/or client services is preferred. - Excellent analytical and problem-solving abilities. - Effective communication and interpersonal skills for client interaction and collaboration across teams. - Subaccounting and/or Brokerage experience a plus

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, 2025 - World's Most Admired Companies, Fortune 2025 - "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

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.

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

More jobs at BNY Wealth Newport Beach CA

Similar jobs near Lake Mary, FL

Search Senior Associate, Client Operations jobs near Lake Mary, FL → Browse all live jobs

This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.