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BNY · 5 hours ago

Client Operations Associate (contract)

Lake Mary, FL

Contract

Onsite

New Grad, Entry Level

$24/hr - $30/hr

BNY Mellon is a leading global financial services company that influences a significant portion of the world's investible assets. The Client Operations Associate role involves providing operational and reconciliation support across post-trade activities, interacting with various internal departments, and gaining exposure to back-office operations.

Financial Services

Responsibilities

Perform operational tasks related to customer statements, including data entry, setting up logos, inserts, and delivery methods

Manage dashboards, support reconciliation efforts, oversee e-delivery setup, and ensure print and delivery configurations are accurate

Provide quality service and support to internal clients via email and MS Teams, resolving routine issues in a timely manner under defined procedures

Reconcile statement differences, gather and compile data, interpret exceptions, and perform independent analysis and policy interpretation

Participate in job shadowing, learn policies and procedures, and actively ask questions to build understanding of workflows

Qualification

ExcelMS TeamsOutlookAccounting backgroundWord proficiencyStatement processingFinancial Services backgroundBack-office operationsExcel Pivot TablesExcel VLOOKUPs

Required

Strong Excel skills, including creating tables and pulling data together

Basic Outlook experience (primarily internal communication)

Experience using MS Teams

BA/BS degree required

Preferred

Word proficiency

Accounting background

Statement processing experience

Excel Pivot Tables and VLOOKUPs

Financial Services or Insurance industry background

Back-office operational experience

Benefits

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

Company

BNY

Glassdoor3.6

For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.

Founded in 1784

New York, NY, US

10001+ employees

https://www.bny.com

Funding

Current Stage

Late Stage

Leadership Team

Brian A. Ruane

CEO Government Securities Services & Global Client Management

Chris Kearns

CEO, Depositary Receipts

Recent News

PR Newswire

BNY to Manage U.S. Department of the Treasury's Largest Prepaid Debit Card Program for Federal Benefits - Direct Express®

2024-11-21

PR Newswire

BNY Closes Acquisition of Archer

2024-11-01

PRNewswire

MUFG Bank, Ltd. Launches MUFG CashFolio™ Leveraging BNY's LiquidityDirect® Capabilities

2024-10-28

Company data provided by crunchbase