Associate, Client Operations
BNY
full-time
Posted on:
Location Type: Hybrid
Location: Houston • Texas • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Works with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY.
- Supports clients in addressing moderately complex operational and technical issues and ensuring requests are executed.
- Applies intermediate problem-solving skills, experience, and judgement to analyze information.
- Uses communication skills to deliver high quality service to a specialized client base.
- Provides clients information related to BNY products and services representing multiple lines of business and geographies and directs them to the appropriate resources, as needed.
- Leverages a good understanding of broader BNY services and offerings.
- Monitors client inquiries, resolves non-routine issues and escalates complex issues to the appropriate team member, as needed.
- Uses knowledge of client issues and needs to contribute to business development efforts.
- Participates in internal activities and initiatives designed to improve the client experience. Recommends process improvements.
- May have people management responsibilities in some geographies.
- Provides guidance to less experienced team members.
- Supports multiple, moderately complex client accounts.
Requirements
- Bachelor’s degree or the equivalent combination of education and experience is required.
- Experience in an operational area and/or client services preferred.
- 3-5 years of total work experience strongly preferred.
- Client Service/Operations experience within financial services is strongly preferred.
- Corporate Trust background preferred.
- Finance/accounting, compliance/reporting, reconciliation background experience preferred.
- CLO/CDO/SOLVAS background preferred.
Benefits
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
problem-solvingoperational experienceclient services experiencefinanceaccountingcompliancereportingreconciliationCLOCDO
Soft skills
communication skillsjudgementclient experience improvementguidancepeople management