Client Trade Processing & Settlement Specialist
BNY
BNY is seeking a Client Processing Representative I located in Lake Mary, FL. The role focuses on managing Fund of Fund client accounts, resolving inquiries, and supporting trade processing activities. The successful candidate will have a preferred Bachelor’s degree and 5-7 years of experience in brokerage processing. BNY offers competitive compensation packages and emphasizes a strong culture of wellbeing and career development. #J-18808-Ljbffr BNY
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Trade Processing & Settlement Specialist in Florida, NY vacancy
- ...AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries... ...seeking a future team member for the role of Senior Specialist, Client Processing to join our Trade Servicing team. This role is located in Lake Mary, FL...SuggestedWork experience placementWork at officeImmediate startWorldwideFlexible hours
- Fwainvest is seeking a Trade Processing Associate in New York, NY. In this role, you'll support trading teams and handle order entry, trade... ...services. Your responsibilities will include ensuring accurate client information during onboarding, assisting in trade problem...Suggested
- Job Description We’re seeking a future team member for the role of Specialist, Client Processing to join our Trade Capture team. This role is located in Lake Mary, Florida (4 days in office expectation). In this role, you’ll make an impact in the following ways: Execute...SuggestedWork at office
- We're seeking a future team member for the role of Specialist, Client Processing to join our Trade Capture team. This role is located in Lake Mary, Florida (4 days in office expectation). In this role, you'll make an impact in the following ways: Execute client transactions...SuggestedWork at office
- Exchange Traded Funds - Senior Specialist, Fund/Client Accounting Lake Mary, FL Responsibilities Conduct accounting services for assigned clients and... ...improvement plans, targeting efficiencies, enhancing processes, and conducting specialist review functions; provide...SuggestedWork experience placementFlexible hours
- BNY is seeking a Vice President for Client Processing to lead trade capture activities in Lake Mary. The role requires overseeing end-to-end processes, ensuring compliance with policies, and fostering strong client relationships. Suitable candidates will have a Bachelor...
- ## Trade Processing AssociateApplylocations: Saint Petersburg, Florida - United Statestime type... ...reconciliation, error processing, and trade settlements. Works on projects of moderate scope and complexity and is a key player in client onboarding for GE. Some guidance is...Work experience placementWork at office
- BNY in Lake Mary, Florida seeks a Specialist, Client Processing to join the Trade Capture team. The role focuses on accurate client transaction execution, prompt inquiry resolution, and collaboration with internal teams to ensure smooth processing. Ideal candidates hold...
- Senior Associate, Client Processing BNY is a leading global financial services company that enables employees’ growth and success while driving transformative solutions worldwide. Location: Lake Mary, Florida (4 days in office per week). Responsibilities Provide complex...Work experience placementWork at officeLocal areaWorldwideFlexible 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 EOP. Review account opening requests and account update requests via NetX to ensure all AML...Work experience placementLocal area
- Specialist, Client Processing II - Global Clearing Ops Lake Mary, FL We’re seeking a future team member for the role of Specialist, Client Processing II - Global Clearing Ops to join our Global Clearing Operations team. This role is located in Lake Mary, FL. Responsibilities...Work experience placement
$48.18k - $63.14k
The Cash & Trade Processing Associate Analyst is an entry level role responsible for assisting the function with any projects and initiatives... ...for the firm\'s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules...Full time- Job Description Client Processing - S6. Lead the day‑to‑day operations of a small‑ to medium‑sized client processing support team, providing work direction and technical assistance on complex matters. Serve as the primary point of contact for clients, and assist in communicating...Local area
- Client Processing - S6 Lead the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Responsibilities Serve as the primary point of contact for clients and assist in communicating...Local area
- ...edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries... ...worldwide. We’re seeking a future team member for the role of Specialist, Client Processing. This role location is Lake Mary, Florida (4 days in...Work experience placementWork at officeLocal areaWorldwideFlexible hours
- Associate, Client Processing II - Core Clearing Client Processing Global Clearing Operations - Lake Mary, FL. Responsibilities Provide complex... .... Experience in DTC, Fed, or Non‑US Market clearance and settlements operations preferred. Prior hands‑on experience with AI...Work experience placement
- Associate, Client Processing II - Core Clearing Client Processing This role is located in Lake Mary, FL. In this role, you'll make an impact... .... Experience in DTC, Fed, or Non-US Market clearance and settlements operations preferred. Prior hands‑on experience with AI...Work experience placementFlexible hours
- Exchange Traded Funds - Associate, Fund/Client Accounting Representative I - Lake Mary, FL. This role is part of the Fund and IS Client Ops team. Responsibilities... ...in establishing data maintenance and summarization processes to improve team efficiency and best support the...Work experience placement
- ...end repo workflows including trade, collateral, and liquidity management... ...and ensuring timely settlements. Troubleshoot collateral optimization... ...tasks based on specific client parameters. Collaborate with... ...and reporting. Identify process improvement opportunities such...Work experience placement
- CLIENT PROCESSING REPRESENTATIVE At BNY, our culture allows us to run our company better and enables employees’ growth and... ...resolving inquiries, and transactional processing (trade completion, execution, and settlement). Serve as a point of contact for clients and assist...Work experience placementLocal areaWorldwideFlexible hours
- Client Processing Representative I Location: Lake Mary, FL (4 days in office per week). Responsibilities Handle all aspects... ...resolving inquiries, and transactional processing (trade completion, execution, and settlement). Serve as a point of contact for clients and...Work experience placementWork at officeLocal areaFlexible hours
- ...The Trade Specialist oversees and participates in the construction, installation, modification... ...meets quality standards.Communicate with clients regarding job progress, scope changes,... ...submission to the Verification Department for processing.Conduct interviews, onboard new...Remote workShift workWeekend work
All Florida Electric
Florida, NY4 days ago - ...Job Description We’re seeking a future team member for the role of Specialist, Client Operations to join our team. This role is located in LakeMary, Florida. Responsibilities Works with external clients to resolve moderately complex day-to-day issues and direct them to...Work experience placementFlexible hours
BNY
Florida, NY4 days ago - ...Group is seeking an experienced Legal Settlement & Closing Specialist to support plaintiff personal injury... ...review settlements, and coordinate with clients, providers, and insurance companies... ...service throughout the settlement process. #J-18808-Ljbffr The Ward Law Group,...
$21 per hour
...Group is seeking an experienced Legal Settlement & Closing Specialist to support the successful resolution... ...settlements, and communicating with clients, providers, and insurance companies is... ...customer service throughout the settlement process What We're Looking For We're seeking...Temporary work- ...mission is simple: Changing Lives. One Client at a Time. Recognized as one of the... ...Bilingual Personal Injury Settlement & Reductions Specialist who is passionate about helping clients... ...exceptional service throughout the closing process. If you enjoy negotiating, solving...Temporary work
$18 per hour
Full‑time Document Processing Specialist - Title & Trade - fully on-site in Ocoee, FL starting at $18/hr, with pay increasing based on experience. Westgate Resorts is the largest privately held timeshare company in the world, with 60+ resorts in top destinations like Orlando...Daily paidFull timeWork at officeLocal areaFlexible hours- Associate, Client Processing Representative I - Global Clearing Ops Location: Lake Mary, FL. Responsibilities Apply expertise and judgment in providing quality and complex client service and support to internal and external clients on a daily basis, including phone interaction...Work experience placement
- Specialist, Client Processing - Lake Mary, Florida (4 days in office expected). Responsibilities Apply expertise and judgement in providing quality, complex client service and support to internal and external clients daily, including phone interaction, problem resolution...Work experience placementWork at officeLocal areaFlexible hours
- Job Description We’re seeking a future team member for the role of Vice President, Client Processing Manager to join our Fund Order Processing team. This role is located in Lake Mary, Florida - 4 day in office expectation. Responsibilities Lead day-to-day operations of...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Trade Processing & Settlement Specialist. Be the first to apply!
Related searches
- insurance customer service advisor Florida, NY
- senior customer service advisor Florida, NY
- customer service representative hiring Florida, NY
- customer service representative data entry Florida, NY
- customer associate Florida, NY
- customer service representative 1st shift Florida, NY
- customer retention representative Florida, NY
- customer advisor Florida, NY
- virtual customer service advisor Florida, NY
- customer success associate Florida, NY