Senior Associate, Client Processing
Company: BNY
Location: Lake Mary
Posted on: January 1, 2026
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Job 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. For over 230 years, the people of
BNY Mellon have been at the forefront of finance, expanding the
financial markets while supporting investors throughout the
investment lifecycle. BNY Mellon can act as a single point of
contact for clients looking to create, trade, hold, manage,
service, distribute or restructure investments & safeguards nearly
one-fifth of the world's financial assets. BNY Mellon remains one
of the safest, most trusted and admired companies. Every day our
employees make their mark by helping clients better manage and
service their financial assets around the world. Whether providing
financial services for institutions, corporations or individual
investors, clients count on the people of BNY Mellon across time
zones and in 35 countries and more than 100 markets. It's the
collective ambition, innovative thinking and exceptionally focused
client service paired with a commitment to doing what is right that
continues to set us apart. Make your mark:
bnymellon.com/careers.
Keywords: BNY, Palm Bay , Senior Associate, Client Processing, Accounting, Auditing , Lake Mary, Florida
