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BNY · 1 day ago

Client Operations Analyst (contract)

Lake Mary, FL

Contract

Hybrid

Mid Level

$24.74/hr - $30.93/hr

3+ years exp

BNY is a leading global financial services company empowering growth and success. The Client Operations Analyst role supports brokerage client money movement activities, ensuring accuracy and compliance in a back-office operations environment.

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

Brokerage operations experienceFINRA licensesMicrosoft Office proficiencyAttention to detailStructured environment comfortProblem-solving skillsTeam collaborationWritten communicationVerbal communication