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BNY · 4 days ago

Client Operations Associate (contract)

Lake Mary, FL

Contract

Onsite

Mid Level

$23.25/hr - $29.06/hr

3+ years exp

BNY Mellon is a leading global financial services company at the center of the world’s financial system. The Client Operations Associate supports the Broker Dealer and RIA servicing environment, serving as a primary point of contact for a high-volume client base while managing inbound calls and email requests to ensure timely and accurate client support.

Financial Services

Responsibilities

High-Volume Client Servicing: Serve as a front-line contact for broker dealers and RIAs, managing a high daily volume of inbound calls and emails related to asset movements, account servicing, and general operational inquiries

Intake & Triage: Monitor shared inboxes, assess incoming requests, resolve standard inquiries independently, and route complex issues to specialized teams while maintaining ownership through resolution

Operational Execution: Support day-to-day brokerage operations by understanding standard workflows and ensuring requests are processed accurately and within defined service timelines

Phone & Email Coverage: Maintain availability and responsiveness during core business hours, balancing phone coverage with email-driven workflows

Documentation & Tracking: Log, track, and follow up on open client items to ensure timely closure and accurate documentation

Collaboration: Partner with internal operations and processing teams to resolve issues efficiently and escalate risks as needed

Training & Development: Participate in structured onboarding and ongoing training to build product knowledge and operational proficiency

Qualification

Financial services experienceClient services experienceHigh call volume managementMicrosoft Office proficiencyBroker dealer operationsMultitasking abilitiesOrganizational skillsAttention to detailVerbal communication skillsWritten communication skills