Associate, Client Operations Representative I

Posted 12 Days Ago
Be an Early Applicant
Lake Mary, FL, USA
In-Office
Mid level
Fintech • Financial Services
The Role
The role involves providing technical expertise, resolving complex client inquiries, assisting with operational issues, and contributing to process improvements in client services.
Summary Generated by Built In

Associate, Client Operations Representative

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.
We’re seeking a future team member for the role of Client Service - S4 to join our Client Service team. This role is located in Lake Mary FL

In this role, you’ll make an impact in the following ways:
• Serve as the technical expert for complex transactions and processes on a daily basis and provide work direction for the team.
• Independently assist clients by responding to complex phone, email, and other inquiries regarding company products, services, and procedures.
• Research and resolve complex operational or client issues, providing status updates on problem resolution and outstanding issues to other teams.
• Assist with process improvement by contributing ideas to improve team efficiency and coordinate implementation of resulting process changes.

To be successful in this role, we’re seeking the following:
• High school/secondary school diploma or equivalent combination of education and experience required; Bachelor’s degree preferred.
• 3-5 years of total work experience preferred.
• Experience in financial services preferred.
• Ability to provide guidance to less experienced staff and potentially serve as team leader.

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.

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The Company
HQ: New York, NY
41,739 Employees

What We Do

We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

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