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Full time
Customer Service
BN

Specialist, Client Service Representative

BNYLake Mary🇺🇸United StatesPosted Sep 8, 2026

Quick Overview

Seniority
Mid Senior
Employment type
Full Time
Work mode
Hybrid
Location
Lake Mary, United States
Posted
4 weeks ago

Job Description

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, and liquidity management. 
  • Monitor and resolve operational exceptions in real time such as breaks, collateral shortfalls, pledges, releases, and wire issues.
  • Daily reconciliations across our proprietary systems will be essential, with responsibility for resolving exceptions and ensuring timely settlements.
  • Troubleshoot collateral optimization tasks given specific client parameters including eligibility, concentration, and liquidity constraints.
  • Collaborate with technology, client service, risk, and product teams to address operational exceptions and driving enterprise initiatives. 
  • Maintain comprehensive documentation, procedures, and evidence of controls whilst contributing to operational metrics and reporting.
  • Identify process improvement opportunities such as automation and workflow enhancements and explore AI integration to reduce manual touchpoints.
  •  
  • To be successful in this role, we’re seeking the following:
  • Bachelor's degree or the equivalent combination of education and experience is required.
  • Finance, business, economics, accounting, or business preferred
  • 0-3 years of total work experience is preferred. 
  • Strong analytical and problem-solving skills with ability to triage exceptions quickly and drive timely resolution across internal and external stakeholders.
  • Demonstrate operational risk and control mindset with ability to follow procedures, document evidence, and meet tight deadlines and cutoffs.
  • Clear written and verbal communication skills, comfortable engaging with clients, market partners, and internal stakeholders in a fast-paced environment.
  •  
  • Preferred qualifications:
  • Back-office operations experience in financial services
  • Familiarity of US triparty repo mechanics and US treasury clearing processes.
  • Exposure to industry change programs such as US treasury central clearing, US treasury 24x7, or Equities 23x5, etc.
  • Understanding of regulatory frameworks and risk management best practices.
  • Experience with enterprise-level continuous improvement projects, workflow automation, or artificial intelligence initiatives.

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