Associate, Client Processing I – Total Wealth Services Ops

BNY

Associate supporting client services within BNY's Wealth Operations team, processing client account transactions and providing transactional support. Collaborating with teams for issue resolution and service delivery.

Posted 4/21/2026full-timeLake Mary • Florida • 🇺🇸 United StatesJuniorMid-Level💰 $52,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

Perform routine and non-routine client service and transactional support functions
Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
Process account related transactions per scheduled events/client authenticated direction
Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues

Requirements

What you’ll need

Bachelor’s degree or the equivalent combination of education and experience is required
0-3 years of total work experience is preferred
Experience in the securities or financial services industry is a plus
Applicable local/regional licenses or certifications as required by the business
Solid understanding and hands-on use of automation and AI tools
Experience using Microsoft Office

Benefits

Comp & perks

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
generous paid leaves, including paid volunteer time

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client serviceproblem solvingadaptabilityresearchcommunication

Certifications

local licensesregional licenses