Quick Overview
Job Description
Senior Specialist, Client Operations
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 and champions, 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.
We’re seeking a future team member for the role of Senior Specialist, Client Operations to join our team. This role is located in Los Angeles, CA.
In this role, you’ll make an impact in the following ways:
- Develop and implement client service strategies by utilizing in-depth knowledge of client operations and industry best practices.
- Lead initiatives to enhance client satisfaction and operational efficiency by continuously evaluating and improving service delivery processes.
- Ensure compliance with regulatory requirements and company policies by maintaining up-to-date knowledge of industry standards and implementing necessary changes.
- Collaborate with cross-functional teams to address client needs and resolve complex issues, demonstrating strong problem-solving skills.
- Provide expert guidance and support to internal teams and clients, fostering a culture of excellence and continuous improvement.
- Provide expert guidance and support to internal teams and clients, fostering a culture of excellence and continuous improvement.
- Analyze client feedback and operational data to drive improvements and inform strategic decision-making.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in business, Finance, or a related field.
- Advanced degree, FINRA security licenses or professional certification preferred.
- 4-7 years of professional experience, securities brokerage experience preferred.
- Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
- Excellent communication and interpersonal skills, capable of building strong relationships with clients and internal teams.
- Proficiency in client service operations and a thorough understanding of industry regulations and standards.
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