Client Operations Analyst (contract) jobs in United States
cer-icon
Apply on Employer Site
company-logo

BNY · 2 days ago

Client Operations Analyst (contract)

BNY is a leading global financial services company, and they are seeking a Client Operations Analyst to support cash movement and disbursement activities within a brokerage environment. The role involves reviewing and approving cash transactions while ensuring compliance with regulatory and internal procedures in a fast-paced, high-volume back-office environment.

Financial Services

Responsibilities

Cash Transaction Review: Review and approve outgoing cash transactions, including checks and ACH disbursements, using risk-based controls to mitigate financial and operational risk
Account & Balance Review: Assess account balances and holdings to ensure cash movements comply with internal policies and regulatory requirements
Document Verification: Validate paper-based authorization documents by comparing submitted information against system records prior to approval
High-Volume Processing: Collaborate with team members to process a large volume of cash movement requests efficiently in a fast-paced environment
Risk Mitigation: Identify discrepancies, escalate issues when necessary, and ensure transactions meet approval standards
Cross-Team Collaboration: Work closely with internal partners across BNY to support accurate and timely asset movement processing

Qualification

Attention to detailMicrosoft Office SuiteFinance experienceOperations experienceClient-experience mindsetMultitaskingRisk reductionQuick learner

Required

Associate's or Bachelor's degree
Strong ability to multitask while maintaining attention to detail
Client-experience mindset with a focus on risk reduction and accuracy
Proficiency with Microsoft Office Suite
Ability to learn quickly and work independently after training

Preferred

Experience in finance or operations
Exposure to brokerage environments
Familiarity with margin concepts in retail brokerage accounts
Entry-level professionals or recent graduates with relevant coursework are encouraged to apply

Benefits

Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.

Company

We help make money work for the world — managing it, moving it and keeping it safe.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Brian A. Ruane
CEO Government Securities Services & Global Client Management
linkedin
leader-logo
Chris Kearns
CEO, Depositary Receipts
linkedin
Company data provided by crunchbase