Senior Specialist, Client Operations

Senior Specialist, Client Operation

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Specialist, Client Operations. This role is located in Lake Mary. 

In this role, you’ll make an impact in the following ways:

•  Supports clients in addressing and resolving complex operational and technical issues and ensuring requests are executed
• Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at BNY
• Resolves complex or non-routine client issues or inquiries, as needed
• Uses in-depth knowledge of client issues and needs to contribute to business development efforts
• Uses understanding of BNY products and services to best propose expanded offerings to clients for front office consideration
• Leads and participates in internal activities and initiatives designed to improve client experience

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or the equivalent combination of education and experience is required
• 5-7 years of total work experience preferred
• Experience in brokerage/advisory firm operations and/or client services is preferred

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

Here’s a few of our recent awards:

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.