BNY · 1 day ago
Client Operations Analyst (contract)
Lake Mary, FL
Contract
Onsite
Mid Level
$24.74/hr - $30.93/hr
3+ years expBNY is a leading global financial services company, recognized for its innovative culture and inclusive workplace. The Client Operations Analyst role involves supporting account transfer processing in a high-volume brokerage environment, ensuring accuracy and compliance in documentation and transfers.
Financial Services
Responsibilities
Account Transfer Processing: Review incoming account transfer requests, examine authorization and transfer documents for accuracy and completeness, and initiate or reject transfers based on established procedures
Workflow Management: Monitor assigned queues and workflows to ensure transfer requests are addressed within required timeframes and service levels
Client & Counterparty Communication: Conduct follow-up phone calls with counterparties and internal service teams to provide status updates and resolve outstanding issues
Exception Resolution: Identify discrepancies, missing documentation, or invalid requests; escalate issues and collaborate with internal teams to drive resolution
RIA Client Support: Support RIA clients by ensuring transfers are processed accurately and delivering a high-touch, professional service experience
Operational Controls & Documentation: Maintain accurate records and documentation to support audit, compliance, and reporting requirements
Qualification
Required
Bachelor's degree required (any discipline)
Excellent written and verbal communication skills
Exceptional attention to detail in a fast-paced, high-volume environment
Resourceful problem-solver with the ability to identify and resolve issues efficiently
Ability to work effectively within a team, including onshore and offshore partners
Proficiency with Microsoft Office (Excel, Outlook, Word)
Preferred
3–5 years of brokerage operations or financial services experience
Prior experience supporting account transfers or asset movement workflows
Customer service background with comfort making outbound follow-up calls
Experience supporting RIA or advisor-facing clients
Self-motivated and flexible, with the ability to adapt to changing volumes and priorities
Benefits
Optional benefits offering include medical, dental, vision and 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
Company data provided by crunchbase