Specialist, Client Operations II

BNY · Lake Mary, FL, United States

Posted about 2 months ago

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Skills

AI toolsMIS reportingAutomationClient analysis

Job description

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

  • Delivering an exceptional client experience to our client base through regular inquiry resolution, collateral processing activities, client analysis
  • Support day to day operational work
  • Support day to day client coverage for specific accounts
  • Some MIS reporting, collaboration on projects such as procedure updates, automation projects, client profile maintenance

 

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

  • Bachelors degree or the equivalent combination of education and experience is required.
  • 3-5 years of total work experience preferred.
  • Experience in operations or client service in financial organization preferred
  • Project / detail oriented
  • Project work with AI / Digital tools 

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