Associate, Client Operations I - Lake Mary, FL, United States

This Client Operations Analyst role supports end investors across multiple account types in a fast-paced, high-volume environment. · ...

The Client Operations Associate supports BNY Client Operations within the Broker Dealer and RIA servicing environment.This role serves as a primary point of contact for a high-volume client base, managing frequent inbound calls and email requests while ensuring timely, accurate, ...

The Client Operations Associate supports BNY Client Operations within the Broker Dealer and RIA servicing environment. · This role serves as a primary point of contact for a high-volume client base, managing frequent inbound calls and email requests while ensuring timely accurate ...

+The Client Operations Analyst role supports the Non-Purpose Lending Department within BNY Pershing.+ · +This position plays a key role in day-to-day lending operations, client service, and process execution within a fast-paced, high-volume environment. · + · This is a contract r ...

The Client Operations Analyst role supports brokerage client money movement activities within a back-office operations environment.This position is responsible for reviewing, approving, and reconciling client money movement transactions to ensure accuracy, proper authorization, a ...

This Client Operations Analyst role supports cash movement and disbursement activities within a brokerage environment. · This role is fully onsite in Lake Mary, FL.Review and approve outgoing cash transactions, including checks and ACH disbursements. · Assess account balances and ...

This role will gain general knowledge of the industry landscape of financial services, and subject matter expertise in asset movement related processes.In this role you will build client relationships as well as a network of peers within client. · Fast learning and able to self-t ...

We're seeking a Client Operations Analyst to support portfolio administration · and client service across institutional and corporate clients in a fast-paced payments · and treasury environment.This role requires the ability to quickly navigate multiple payment rails · and ope ...

This role supports the Statement Control and Print Management teams providing operational and reconciliation support across post-trade activities. · The individual will interact with multiple internal departments gaining broad exposure to back-office operations and insight into r ...

In this role you will gain general knowledge of the industry landscape of financial services and subject matter expertise in asset movement related processes. · ...

The Client Operations Analyst role supports account transfer processing within a high-volume brokerage operations environment. This position is responsible for reviewing transfer documentation, initiating or rejecting account transfers, and ensuring all activity is processed accu ...

Job Summary:The Client Operations Associate supports BNY's Client Operations by providing high-touch servicing to a smaller, more complex client base within the Broker Dealer and RIA environment. · ...

+BNY is seeking a Senior Client Operations Analyst to support day-to-day portfolio administration and client service across a diverse book of institutional and corporate clients. · + · 4+ years of experience in banking and/or payments operations · Strong client or customer servic ...

Monitor incoming emails from mutual fund partners announcing corporate action events and create and schedule them in internal systems. Open new mutual fund CUSIPs across company's brokerage and bank custody platforms. · ...

+This Operations role supports asset movement processing within retirement accounts at BNY Pershing. · +The position is responsible for reviewing and approving high-volume cash and asset transactions using risk-based rules to protect both clients and the firm. · +Review, approve, ...

+We are looking for a dynamic operations professional skilled in managing end-to-end onboarding, from documentation review to account activation, while ensuring compliance and accuracy.Adept at collaborating with other teams, custodians, and asset managers to setup CUSIPs, valida ...

This role supports the Mutual Fund Transfer team by processing and reviewing transfer requests between Pershing and directly held fund companies.The position offers a stable, well-documented environment where new talent can gain hands-on exposure to foundational mutual fund trans ...

This role supports the Mutual Fund Transfer team by processing and reviewing transfer requests between Pershing and directly held fund companies. · Exceptional attention to detail · Ability to manage multiple tasks with deadlines in a structured environment · ...

Support clients in addressing moderately complex operational and technical issues and ensure requests are executed. · ...

We're seeking a future team member for the role of Senior Associate, Client Operations - Core Clearing Client Processing to join our Global Clearing Operations team.We power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraor ...

We're seeking a future team member for the role of Senior Associate, Client Operations - Core Clearing Client Processing to join our Global Clearing Operations team. · This role is located in Lake Mary, FL. · ...