Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Specialist, Client Processing Representative

Full-time

BNY Mellon

**POSITION SUMMARY:** The Specialist, Client Processing Representative at BNY plays a crucial role in managing client transactions, ensuring accuracy, and enhancing client satisfaction. This position is integral to upholding BNY's strategic pillars by fostering trust, innovation, and operational excellence. The role supports BNY's principles by demonstrating integrity, collaboration, and client-focused service. As part of the Client Processing job family, this role involves executing complex transactions and resolving client inquiries, contributing to a streamlined client experience. **PRIMARY RESPONSIBILITIES:** - Execute client transactions efficiently and accurately, maintaining a high standard of service by demonstrating expertise in client processing. - Resolve client inquiries and issues promptly, ensuring client satisfaction and adherence to BNY's service standards. - Collaborate with internal teams to ensure seamless transaction processing, fostering a culture of teamwork and continuous improvement. - Analyze transaction data to identify trends and opportunities for process optimization, contributing to operational excellence. - Maintain up-to-date knowledge of industry regulations and BNY policies to ensure compliance in all client interactions. - Support initiatives aimed at enhancing the client experience, aligning with BNY's focus on innovation and client trust. **EDUCATION/QUALIFICATIONS:** - Bachelor's degree in Finance, Business Administration, or a related field preferred. **EXPERIENCE:** - 0-5 years of experience. - Experience in brokerage processing preferred. **SKILLS:** - Strong analytical skills with the ability to interpret transaction data and identify improvement opportunities. - Excellent communication skills for effective client interaction and resolution of inquiries. - Detail-oriented with a focus on accuracy in transaction processing and compliance with standards.

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.

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Specialist, Client Processing Representative in Lake Mary, FL vacancy
  •  ...Associate, Client Processing Representative I - Global Clearing Ops 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... 
    Suggested
    Work experience placement
    Worldwide
    Flexible hours

    BNY

    Lake Mary, FL
    3 hours ago
  • Specialist, Fund/Client Accounting RepresentativeAt BNY, our culture allows us to run our company...  ...Specialist, Fund/Client Accounting Representative, to join our Integrated Middle Office...  ...ways:Ensure accurate and timely processing of fund accounting activities by applying... 
    Suggested
    Work at office
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Lake Mary, FL
    1 day ago
  •  ...line testing, continuous monitoring, and issue validation for surveillance controls; identify meaningful issues impacting business processes and challenge remediation plans to verify closure.Partner with technology and model owners on financial crimes platform governance... 
    Suggested
    Flexible hours

    The Bank of New York Mellon

    Lake Mary, FL
    4 days ago
  • Specialist, Client ProcessingWe're seeking a future team member for the role of Specialist, Client Processing to join our Transaction Processing team for our structured debt platform. This role is located in Lake Mary, FloridaIn this role, you'll make an impact in the following... 
    Suggested
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Lake Mary, FL
    4 days ago
  •  ...following ways:Develops testing plan scenarios for complex unit, process, function, integration, regression, and acceptance testing....  ...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... 
    Suggested
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Lake Mary, FL
    3 days ago
  •  ...first level of escalation for issues encountered on functional BAU processes or system issues.Stakeholder in Agile Scrum team’s sprints: You...  ...-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... 
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Lake Mary, FL
    1 day ago
  • We’re seeking a future team member for the role of Specialist, Client Processing to join our GSS Enablement team. This role is located in Lake Mary, FL.In this role, you’ll make an impact in the following ways:Facilitate end to end repo workflows including trade, collateral... 
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Lake Mary, FL
    3 days ago
  • Associate, Client Processing II - Core Clearing Client ProcessingAt 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... 
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Lake Mary, FL
    3 days ago
  • $21 - $22.51 per hour

     ...Description: We are seeking Client Services professionals to support...  ...to improve client service processes. You’ll also support...  ...notified about new Processing Specialist jobs in Lake Mary, FL . Operations...  ..., Client Processing Representative II Orlando, FL $132,288.00-$... 
    Contract work
    Remote work
    Worldwide
    Shift work

    Dexian

    Lake Mary, FL
    3 days ago
  •  ...wellbeing goals. Under general supervision handles policy processing transactions including Policy Issuance, Policy change...  ...less experienced staff and guides and coaches Policy Service Representatives with processing questions/deficiencies at WWO Service Centers... 
    Work at office

    CNA

    Lake Mary, FL
    1 day ago
  •  ...Specialist, Client Processing II, BTS Operations We're seeking a future team member for the role of Specialist, Client Processing II, BTS Operations BNY A.M.P. (Banking as a Service) Operations to join our Global Payments and Trade Operations Platform. This role is... 
    Work at office

    BNY

    Lake Mary, FL
    1 day ago
  •  ...POSITION SUMMARY The customer project specialist is responsible for driving new customer implementations & existing customer projects...  ...Meets or exceeds execution KPI's and adheres to all department processes This role demands strong organizational skills, strategic thinking... 
    Temporary work
    Local area

    Wurth Industry US

    Sanford, FL
    3 days ago
  •  ...Associate, Shareholder Services Representative I At BNY, our culture allows us to run our...  ...breakthrough technologies to collaborate with clients, driving transformative solutions that...  ..., account information, and transaction processing to support responses to complex client... 
    Work experience placement
    Worldwide
    Flexible hours

    BNY

    Lake Mary, FL
    3 days ago
  •  ...policies and procedures.Establish data maintenance and summarization processes to improve team efficiency and best support the accounting team...  ...junior team members.Assist with maintaining relationships with client staff, regularly exchanging information regarding cash,... 
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Lake Mary, FL
    9 hours ago
  •  ...management, controls, audit readiness, and regulatory compliance.Drive process standardization, simplification, operational resilience, and...  ...-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... 
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Lake Mary, FL
    3 days ago
  • Specialist, Client Service IIAt BNY, our culture allows us to run our company better and enables...  ...related to BNY products and services representing multiple lines of business and geographies...  ...improve client experience. Recommend process improvements.May have people... 
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Lake Mary, FL
    4 days ago
  •  ...future team member for the role of Senior Specialist, Product Management to join our...  ...product strategy and execution by translating client, market, and regulatory inputs into roadmap...  ...and refine requirements, user needs, process improvements, and supporting product materials... 
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Lake Mary, FL
    1 day ago
  • Specialist, Anti Money Laundering/Prevention/KYC Representative IIAt BNY, our culture allows us to run our company better and...  ...technologies to collaborate with clients, driving transformative...  ...support an accurate data-gathering process and resolve any open issuesStrong... 
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Lake Mary, FL
    3 days ago
  •  ...Delivery Specialist The Delivery Specialist will maintain and operate store vehicles to deliver parts and/or products to professional...  ...Ability to use delivery fleet management hand-held devices to process deliveries, capture customer signatures, update vehicle... 
    Local area
    Immediate start
    Flexible hours

    O'Reilly Auto Parts

    Sanford, FL
    14 hours ago
  • $38.25k

     ...accepting applications for the position of HEALTH INFORMATION SPECIALIST. The Health Information Specialist is an administrative...  ...terminology. Knowledge of the procedures for securing, accumulating, processing, preserving, retrieving, and controlling the distribution of... 
    Full time
    Temporary work
    Part time
    Work at office
    Immediate start
    Flexible hours
    Night shift
    Weekend work

    Seminole County Sheriff's Office, FL

    Sanford, FL
    5 days ago
  •  ...Receiving Specialist As a Receiving Specialist, you will be responsible for managing the...  ...organized and accounted for, and helping process weekly pallets. You would also be in...  ...opportunities! Exciting opportunities to represent Cycle Gear at special events --... 
    Hourly pay
    Part time
    Immediate start
    Shift work
    Night shift
    Afternoon shift

    Comoto

    Sanford, FL
    1 day ago
  •  ...Senior Specialist We're seeking a future team member for the role of Senior Specialist...  ...Responsible for overseeing quality control of processing, work allocation and workflow of a...  ...May also participate in monthly end-client statement workflow, ad hoc reporting, and... 
    Work experience placement
    Work at office

    BNY

    Lake Mary, FL
    3 days ago
  •  ...orders and recording assumptions and decisions made during the process, in the systems, within your area of responsibility....  ...5:00 P.M. EST Monday through Friday by contacting an ABB HR Representative at (***) ***-****. Protected Veterans and Individuals with... 
    Hourly pay
    Temporary work
    Monday to Friday

    Abb Holdings Inc

    Lake Mary, FL
    5 days ago
  •  ...breakthrough technologies to collaborate with clients, driving transformative solutions that...  ...define the daily operating model and represent the OTC Valuations team in client...  ...tools to enhance valuation analytics and process efficiencies To be successful in this... 
    Work at office
    Worldwide
    Flexible hours

    BNY

    Lake Mary, FL
    3 days ago
  •  ...Construction Group is seeking a Proposal Specialist with 3-5 years of experience in proposal...  ..., and track proposal materials to meet client deadlines and ensure all proposal requirements...  ...management, and business development processes. Excellent organizational,... 
    Contract work
    Monday to Friday
    Shift work

    Wharton-Smith, Inc.

    Sanford, FL
    2 days ago
  •  ...Prequalification Specialist The Prequalification Specialist supports the administration and continuous improvement of the company's...  ...Trade Partner prequalification, onboarding, and early engagement processes. This role contributes to risk management, competitive... 

    Wharton-Smith, Inc

    Sanford, FL
    4 days ago
  •  ...Proposal Production Manager. As a Sr. Proposal Specialist located in our corporate headquarters in...  ...proposals per deadlines, ensuring that client's request for proposals is fully met and...  ...accessibility, etc). Our recruiting process is centralized and is handled by our HR... 
    Contract work
    Monday to Friday
    Shift work

    Wharton-Smith, Inc.

    Sanford, FL
    2 days ago
  • $17 - $25 per hour

     ...concerns. Promotes Sam's Club products and services. Provides guidance and support to members regarding self-service technology. Processes member purchases. Assists with payments, returns, refunds, and exchanges according to company policies and procedures for different... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time

    Socket.dev

    Sanford, FL
    1 day ago
  • The Delivery Specialist will maintain and operate store vehicles to deliver parts and/or products to professional customers in a safe and...  ...manner. Use delivery fleet management hand-held devices to process deliveries, capture customer signatures, update vehicle mileage... 
    Local area
    Immediate start
    Flexible hours

    O'Reilly Auto Parts

    Longwood, FL
    4 days ago
  •  ...environment. Key Responsibilities Oversee daily office operations to support retail store functions. Manage inventory records, process purchase orders, and track shipments. Handle customer inquiries, resolve issues, and provide exceptional service. Process... 
    Full time
    Work at office

    Facemyer

    Sanford, FL
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Specialist, Client Processing Representative. Be the first to apply!