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Associate, Client Operations II
Associate, Client Operations IIBNY • Lake Mary, FL, United States
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Associate, Client Operations II

Associate, Client Operations II

BNY • Lake Mary, FL, United States
2 days ago
Job type
  • Full-time
Job description

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, 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 II to join our client operations team. This role location in Pittsburgh, PA or Lake Mary Florida, and is a hybrid position offering work flexibility. (4 days in office, 1 remote)

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

  • Work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY.
  • Support clients in addressing moderately complex operational and technical issues and ensure requests are executed.
  • Apply intermediate problem solving skills, experience, and judgement to analyze information and deliver high quality service to a specialized client base.
  • Provide clients with information related to BNY Mellon products and services representing multiple lines of business and geographies, directing them to appropriate resources as needed.
  • Monitor client inquiries, resolve non-routine issues, and escalate complex issues to the appropriate team member as needed.
  • Use knowledge of client issues and needs to contribute to business development efforts.
  • Participate in internal activities and initiatives designed to improve the client experience and recommend process improvements.
  • Provide guidance to less experienced team members and may have people management responsibilities in some geographies.
  • Support multiple, moderately complex client accounts.

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 preferred.
  • Experience in an operational area and / or client services preferred.
  • People management experience may be required in some geographies.
  • 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.

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    Client Associate Ii • Lake Mary, FL, United States

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