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BNY · 4 days ago

Client Operations Associate (contract)

Lake Mary, FL

Contract

Onsite

Senior Level

$24.80/hr - $31/hr

5+ years exp

BNY Mellon is a leading global financial services company that empowers growth and success. The Client Operations Associate role involves providing high-touch servicing to a complex client base within the Broker Dealer and RIA environment, requiring operational knowledge and proactive client communication.

Financial Services

Responsibilities

High-Touch Client Support: Serve as a primary contact for assigned broker dealers and RIAs, delivering personalized service for more complex operational and servicing needs

Complex Issue Resolution: Independently assess and resolve escalated or non-standard client inquiries, coordinating across internal operations, processing, and service teams

Inbox & Workflow Ownership: Manage shared inbox queues and client requests with a focus on accuracy, prioritization, and proactive follow-up

Client Relationship Management: Provide consistent updates to clients, anticipate needs, and ensure a high-quality service experience

Operational Expertise: Apply advanced understanding of brokerage operations and workflows to guide inquiries to resolution efficiently

Escalation & Risk Management: Identify trends, recurring issues, or potential risks and escalate appropriately with proposed solutions

Qualification

Brokerage operations expertiseClient servicing experienceIssue resolution skillsMicrosoft Office proficiencyAttention to detailJudgmentAccountabilityPrioritization skillsCommunication skillsDecision-makingReliability