Associate, Client Processing II

Associate, Client Processing II

Lake Mary, FL, United States

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Job descriptionCompany and benefits

Job ID

67715

Associate, Client Processing II

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Associate, Client Processing II to join our team. This role is located in Lake Mary, FL – Hybrid position.

In this role, you’ll make an impact in the following ways:

• Perform routine and non-routine client service and transactional support functions.
• Provide analytics and reporting services, working to improve and automate transaction processing systems.
• Advise organizational units/teams to ensure timely delivery of service, or resolution of issue.
• Provide direction to lower-level service roles in the successful delivery of support or service.
• Process account related transactions per scheduled events/client authenticated direction.
• Answer inquiries and resolve problems or issues.
• Assess needs and suggest/promote alternative approaches to service models.
• Participate in straightforward product development, product enhancement, and system testing to ensure that products continue to accurately and efficiently process high value transactions.
• Solve problems based on an understanding and knowledge of the intricacies of the system.
• Integrate in-depth area knowledge with a solid understanding of industry standards and practices to provide solutions to internal and external clients.
• Manage situations which may require adaptation of response or extensive research according to internal or external client response.
• May be responsible for allocating and checking work of support team members.
• May be responsible for specific supervisory review, training and approval actions.
• Contribute to the achievement of team objectives.

To be successful in this role, we’re seeking the following:

• Bachelor's degree or the equivalent combination of education and experience is required.
• 3-5 years of total work experience is preferred.
• Experience in brokerage processing is preferred.
• Applicable local/regional licenses or certifications as required by the business.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

Here’s a few of our recent awards:

America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune, 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.