Top 65 Finance operations occupations Jobs in Lake Mary, Fl

Client Processing Representative
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Office
- Bachelor's degree
- Senior level
Specialist, Investor Services Operations Representative
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Finance
- Analysis skills
- Bachelor's degree
Specialist, Client Processing
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Research
- Bachelor's degree
- Experience equivalent to degree accepted
14d
Vice President, Client Operations
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- 7 years
- Office
- Finance
Associate, Client Processing Representative I - Global Clearing Ops
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Office
- High school diploma or GED
Compliance Specialist
COGENT BANK —Lake Mary, FL
- Mid-level
- 3 years
- High school diploma or GED
12d
Client Onboarding Analyst
BNY Mellon —Lake Mary, FL
- $24.74 - $30.90 an hour
- Contract
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Associate, Derivatives Middle Office
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Office
- 1 year
Senior Specialist, Client Processing
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
Client Operations Specialist - Wealth Management
The LifeWealth Group —Winter Garden, FL
- $50,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Vice President, Trade Capture
BNY —Lake Mary, FL
- Full-time
- 7 years
- Office
- Supervising experience
12d
Associate, Client Processing II - Core Clearing Client Processing
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
Operations Analyst, Equity Clearing Restricted Securities
TD Bank —Lake Mary, FL
- $50,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Mid-level
- Health insurance
- Paid time off
Operations Specialist – Item Processing - Longwood, FL
Trustco Bank —Longwood, FL
- Weekends as needed
- Microsoft Excel
- Research
- Mid-level
- Paid training
- Health savings account
2d
FRAML Manager, Embedded Finance
COGENT BANK —Lake Mary, FL
- Microsoft Excel
- Microsoft Outlook
- 5 years
Specialist, Client Processing Representative
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Finance
- Analysis skills
Specialist, Derivatives Support
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Finance
- Analysis skills
Specialist, Investor Services Operations II
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Office
- Project management
- Bachelor's degree
Assistant Manager- Payment & Operations
Addition Financial Credit Union —Lake Mary, FL
- Microsoft Excel
- Oracle
- Management
- Profit sharing
- Paid parental leave
Quick Apply
Associate, Client Processing Representative II
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Office
- 3 years

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finance operations occupations jobs near lake mary, fl

Client Processing Representative

The Bank of New York Mellon Corporation -
Lake Mary, FL

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Job Details

Full-time

Qualifications

Managing customer accounts
Trade execution in financial markets
Account maintenance
Financial transaction processing
Investment operations
Accurate transaction records management
Fund operation
Managing clients in a customer support role
Bachelor's degree
Managing clients in a finance role
Financial records management
Investment account customer support
Handling account queries
Order processing
Senior level
Trade settlement

Full Job Description

CLIENT PROCESSING REPRESENTATIVE

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, 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 Client Processing Representative I to join the Fund Order 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:

Handle all aspects of Fund of Fund client accounts, including actioning and resolving inquiries, and transactional processing (trade completion, execution, and settlement).
Serve as a point of contact for clients and assist in communication internally with operating areas, and externally with clients, Investment managers, and Administrators.
Participate in the preparation and completion of trade documentation and ensure cash instruction verification is completed accurately and expeditiously.
Assist in processing updates to client accounts and company records to ensure timely and correct management.
Maintain and update the daily transactional workflow of assigned trades and support the team as a resource in completing daily tasks.
Ensure client processing of transactions is handled correctly and timely through settlement.

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

Bachelor’s degree preferred.
5-7 years of total work experience preferred.
Experience in brokerage processing preferred.
Applicable local/regional licenses or certifications as required by the business.

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

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.

Apply Now

Refine Your Search

finance operations occupations jobs in lake mary, fl

Client Processing Representative

Specialist, Investor Services Operations Representative

Specialist, Client Processing

Vice President, Client Operations

Associate, Client Processing Representative I - Global Clearing Ops

Compliance Specialist

Client Onboarding Analyst

Associate, Derivatives Middle Office

Senior Specialist, Client Processing

Client Operations Specialist - Wealth Management

Vice President, Trade Capture

Associate, Client Processing II - Core Clearing Client Processing

Operations Analyst, Equity Clearing Restricted Securities

Operations Specialist – Item Processing - Longwood, FL

FRAML Manager, Embedded Finance

Specialist, Client Processing Representative

Specialist, Derivatives Support

Specialist, Investor Services Operations II

Assistant Manager- Payment & Operations

Associate, Client Processing Representative II

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