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BNY · 3 days ago

Client Operations Analyst (contract)

Lake Mary, FL

Contract

Onsite

Entry Level

$24.74/hr - $30.93/hr

1+ years exp

BNY is a leading global financial services company at the center of the world’s financial system. The Client Operations Analyst role supports end investors by responding to inquiries related to asset movement processes and documentation while delivering accurate service in a fast-paced environment.

Financial Services

Responsibilities

End Client Support: Respond to voicemail and email inquiries from end investors regarding account documentation, statements, and tax-related requests

Document & Data Processing: Retrieve and distribute historical statements and tax documents; perform data entry, document tracking, and account notation

High-Volume Case Handling: Manage 100–300 daily client requests during peak periods, including tax season, while maintaining accuracy and timeliness

Voicemail & Mail Processing: Pull and document voicemails, record request details, prepare and send mailings, and track completion dates

Cross-Team Collaboration: Work closely with internal departments across BNY to resolve inquiries and complete requests efficiently

Process Support & Knowledge Sharing: Assist with team workflows and, as proficiency increases, help support or train other team members

Qualification

Client support experienceFinancial services knowledgeData processing skillsMicrosoft Office SuiteMultitasking abilityBilingual (Spanish)Attention to detailVerbal communication skillsWritten communication skills