Senior Specialist, Trade Servicing & Client Support
BNY Mellon
BNY Mellon is looking for a Senior Specialist, Client Processing, to join our Trade Servicing team in Lake Mary, FL. This role requires strong communication skills and at least 5-7 years of experience. Key responsibilities include monitoring trade transactions, managing client queries, and acting as a subject matter expert. The role offers competitive compensation and benefits as part of our employee-focused culture. Join us and be part of a company that drives transformative solutions in finance. #J-18808-Ljbffr BNY Mellon
- ...leading global financial services company at the heart of... ...to collaborate with clients, driving transformative... ...member for the role of Senior Specialist, Client Processing to join our Trade Servicing team. This role... ...time, that can support you and your family through...SeniorWork experience placementWork at officeImmediate startWorldwideFlexible hours
- ...Exchange Traded Funds - Senior Specialist, Fund/Client Accounting Lake Mary, FL Responsibilities Conduct accounting services for assigned clients and moderately complex funds, including determining... ...paid volunteer time, that can support you and your family through moments...SeniorWork experience placementFlexible hours
- ...A global financial services company is seeking a Senior Specialist, Client Processing to be part of their Trade Servicing team in Lake Mary, FL. This role involves monitoring trade transactions, acting as a subject matter expert, and ensuring adherence to policies and...Senior
- Fwainvest, based in New York, is hiring a Registered Client Service Associate to support financial advisors by managing client interactions and administrative tasks. Key responsibilities include onboarding clients, managing daily inquiries, and assisting with marketing...Senior
- Gallagher is seeking a Senior Client Associate in Town of Florida, NY, to deliver exceptional service and support branch operations. This role contributes to client satisfaction and retention by managing workflows and client relationships effectively. Applicants should...SeniorFlexible hours
- Fwainvest is seeking a Senior Registered Client Service Associate in Hallandale Beach, FL. This role provides essential administrative support to financial advisors and their clients, requiring high-quality communication and organizational skills. The ideal candidate will...Senior
- ## Senior Registered Client Service Associate (Hallandale Beach, FL)Applylocations: Hallandale Beach, Florida... ...R-0011581**Job Description Summary**Supports Financial advisors and their... ...private placement investment monitoring.* Trading of both discretionary and non-...SeniorWork experience placementWork at office
- ...future team member for the role of Senior Specialist to join our Hedge Fund Accounting... ...Responsibilities Conduct accounting services on behalf of assigned clients and moderately complex funds... ...including paid volunteer time, that can support you and your family through...SeniorWork experience placementWork at officeFlexible hours
$98k - $140k
...the modern workforce. This is a full‑time, 100% in‑office Senior Manager Client Services Ops – Enterprise position located in LakeMary,FL. Remote... ...disability, and a 401(k) match, as well as additional perks that support employees, their families, and finances. Equal‑...SeniorFull timeWork at officeLocal areaRemote work$98k - $140k
...life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career... ...week during designated work hours. Position Overview The Senior Manager Client Services Ops - Enterprise oversees Manager-led teams of Account...SeniorFull timeWork at officeLocal areaRemote workWorldwide- ...employees’ growth and success. We are a leading global financial services company that influences nearly 20% of the world’s investible... ...position is located in Lake Mary, FL. Responsibilities Supports clients in addressing and resolving complex operational and technical...SeniorWork experience placementFlexible hours
- Senior Specialist, Client Processing Location: Lake Mary, FL Responsibilities Ensure all service level agreements are met on a daily basis for each assigned task within Pershing... ...Compliance on various audit requests to provide supporting documentation as requested. May be...SeniorWork experience placementLocal area
- ...seeking a future team member for the role of Specialist, Client Operations to join our team. This role... ...appropriate resources at BNY Mellon. Supports clients in addressing moderately... ...communication skills to deliver high quality service to a specialized client base. Provides...Work experience placement
$52k - $83k
Job Description Associate, Client Service Management II At BNY, our culture allows us to run our company better and enables employees’ growth... ...client service activities related to client service or sales support, including assisting in the creation of RFPs, KPIs or client...Temporary workWork experience placementWorldwideFlexible hours$52k - $65.2k
Specialist, Client Service Management I - Wealth Services Ops Location: Lake Mary, FL At BNY, our culture allows us to run our company better... ...franchise. Build relationships with business partners and support client service or sales activities, including assisting in...Temporary workWork experience placementWorldwideFlexible hours- ...for the role of Vice President, Investor Servicing to join our team. This role is located... ...Responsibilities Lead the execution of client transactions by applying advanced knowledge... ...including paid volunteer time, that can support you and your family through moments that...SeniorFlexible hours
$67.9k - $199.14k
...a time. Position Summary The Senior Manager, Pharma Services Growth is a critical member of the Trade Strategy team, which is tasked... ...accessible for CVS customers, clients, members, and patients across... ...This high visibility position supports the Lead Director, Pharma Services...SeniorHourly payFull timeTemporary workLocal area- Senior Client Service & Product Support Specialist -- Tax. In this role, you will provide consistent, high-quality tax service to ADP clients. In addition to tax deposits and filing, you will serve as ADP’s front‑line for solving clients’ challenges, including issue resolution...SeniorWork at office
- ...SENIOR CLIENT ADVISOR PALM BEACH FLAGSHIP | ROYAL POINCIANA PLAZA Join... ...relationships, deliver exceptional service, and become a trusted style... ...weekends, evenings, and key trading periods/holidays A highly... ...insights and selling feedback to support merchandising and buying...SeniorHourly payWork at officeWeekend workAfternoon shift
- ...Shoptalk is seeking a Senior Client Support Professional based in New York, Town of Florida. In this role, you will provide advanced support... ...and work closely with clients and technical teams to improve service outcomes. The ideal candidate will have over 4 years of relevant...Senior
- ...Fairygodboss is looking for a Senior Client Service & Product Support Specialist to provide high-quality tax service to clients in New York. You will tackle tax deposits and filings, assist in resolving client challenges, and maintain strong relationships through effective...SeniorWork at office
- ...People is seeking an exceptional Senior Client Advisor (Private Clienteling... ...with strong organization. Support in‑store events and stylist‑... ...the floor is busy during key trading times. Deliver exceptional one... ...visual, fitting room, and service standards. Who You Are 4+ years...SeniorHourly payFull timeTemporary workSummer workSeasonal workLocal areaImmediate start
- Insight Global is seeking a Client Service Representative II to be based in Lake Mary, FL. This role involves working with external clients to resolve complex day-to-day issues using various communication methods including telephone and email. The ideal candidate will...Senior
- ...Palm Beach Gardens, FL, providing critical onsite and remote support to clients. The role emphasizes an exemplary work ethic and customer... ...will troubleshoot a wide range of issues and manage technical services related to networks and systems. Comprehensive benefits and...SeniorFull timeRemote workMonday to Friday
- ...Woodard & Curran is seeking a Senior Client Manager based in Town of Florida, NY, to lead the... ...development of high-performing client service teams focusing on water and wastewater... ...degree in a relevant field. The position supports significant impact and growth within...SeniorFlexible hours
- A local electrical services provider is seeking a dedicated Electrician - Service Technician to lead service calls and provide high-quality solutions to clients. The ideal candidate will have substantial troubleshooting abilities and be knowledgeable about NEC Electric...SeniorLocal area
- Fairygodboss is seeking a Senior Client Service & Product Support Specialist - Tax in New York. This role provides high-quality tax services to ADP clients, solving challenges related to tax deposits and filing. The ideal candidate has significant client service experience...Senior
$80k - $95k
Honor Education is hiring an RN Client Care Advisor in Southeast Florida. This critical role helps families navigate care decisions and ensures direct support with ongoing relationship management and service quality. Ideal candidates will have experience in client-facing...Senior- A financial services firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's...Senior
- BNY is seeking a Client Processing Lead in Town of Florida, NY. This role involves leading a client processing support team and handling day-to-day operations, ensuring excellent customer service and problem resolution. A high school diploma is required, with a Bachelor...Senior
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