BNY · 6 days ago
Client Operations Analyst (contract)
Lake Mary, FL
Contract
Hybrid
Mid Level
$24.74/hr - $30.93/hr
3+ years expBNY is a leading global financial services company that empowers individuals to grow and succeed. The Client Operations Analyst role supports brokerage client money movement activities within a back-office operations environment, focusing on reviewing, approving, and reconciling transactions to ensure compliance and accuracy.
Financial Services
Responsibilities
Client Money Movement Review: Review and approve daily client money movement transactions, ensuring all activity aligns with standing operational procedures and regulatory requirements
Authorization Validation: Examine client authorization documents to confirm completeness, accuracy, and validity prior to transaction processing
Account Reconciliation: Monitor and reconcile account activity related to money movements, identifying discrepancies and escalating issues as appropriate
Exception Management: Identify items that are incomplete or out of order, escalate exceptions, and return transactions for correction when necessary
Internal Coordination: Communicate with internal partners to resolve missing documentation, clarify transaction details, and ensure timely resolution
Recordkeeping & Audit Support: Maintain detailed and accurate records of approvals, authorizations, and transaction activity for audit and reporting purposes
Operational Processing: Execute assigned work tasks independently, adhering strictly to defined workflows and controls in a 100% data-processing environment
Qualification
Required
Associate's or Bachelor's degree
Strong attention to detail and accuracy
Demonstrated problem-solving skills
Ability to work independently while collaborating with a team
Strong written and verbal communication skills
Comfort working in a structured, back-office operations environment
Proficiency with Microsoft Office tools
Preferred
3–5 years of experience in brokerage operations or financial services operations
Prior experience in the brokerage industry
FINRA licenses such as Series 99 or Series 7
Experience reviewing financial transactions or money movement activity
Benefits
Medical
Dental
Vision
Retirement benefits via Tundra Technical Solutions
Company
BNY
For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brian A. Ruane
CEO Government Securities Services & Global Client Management
Chris Kearns
CEO, Depositary Receipts
Recent News
PR Newswire
2024-11-01
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