Senior Associate, Client Processing at BNY

Lake Mary, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Apr, 26

Salary

0.0

Posted On

09 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Services, Investor Relations, Microsoft Office, Excel, Customer Service

Industry

Financial Services

Description

Senior Associate, Client Processing 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 of inclusion, 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 Associate, Client Processing to join our Client Processing team. This role is located in Lake Mary, FL (4days in the office per week). In this role, you'll make an impact in the following ways: Interaction with Fund Manager and Fund's staff Interaction with the Fund's Investors & prospective Investors Review of Investor subscription documents Obtaining complete trade and AML documentation from prospective Investors Inputting Investor profile, documentation and trades into Praeeo / Internal System Maintaining Investor records across various internal systems Production of Investor confirmations, statements, ad hoc reporting (including ERISA holdings reports & audit requests) and general correspondence Processing Client and Investor requests for web access Oversee operational processes or a small team Review submitted work and hold regular meetings with staff Additional duties and projects as assigned To be successful in this role, we're seeking the following: BS or BA in a business-related field preferred 1-3 years experience in Financial Services, preferably Investor Relations in a complex industry such as alternative investments Strong Microsoft Office skills, with a focus on Excel Proven customer service skills 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.

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Responsibilities

The Senior Associate will interact with Fund Managers and Investors, review subscription documents, and maintain investor records. Additional responsibilities include processing client requests and overseeing operational processes.