Associate, Client Onboarding Operations
Company: BNY
Location: Lake Mary
Posted on: January 1, 2026
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Job Description:
Associate, Client Onboarding 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, 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 Associate, Client Onboarding Operations to join our Global
Collateral Client Platform team . This role is located in Lake
Mary, FL . In this role, you’ll make an impact in the following
ways: Conduct assigned operational and data analysis activities
related to client onboarding, transitions, and conversions under
significant direction. Prepare for and onboard clients, open and
close accounts, and analyze, reconcile, and review incoming or
outgoing data for accurate translation to platform. Determine the
best set-up for client accounts, establish or update client
accounts, and prepare for new account openings following due
diligence on KYC and AML. Conduct pre-transition/conversion testing
and quality review of client data, escalate findings, and assist
with managing transitions/conversions by developing plans,
timelines, and coordinating with departments to ensure timely
completion. Enable clients to support SEC Mandate for Centrally
Cleared activity for US Treasuries in triparty repo market. To be
successful in this role, we’re seeking the following: Bachelor’s
degree or the equivalent combination of education and experience is
required; advanced/graduate degree preferred. 0-3 years of total
work experience preferred. Experience in client-facing roles or
project management preferred. Demonstratable Microsoft Excel
experience required. Must be able to learn new systems and adapt to
change. Understanding of the Triparty Repo Market highly preferred
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.
Keywords: BNY, Titusville , Associate, Client Onboarding Operations, Accounting, Auditing , Lake Mary, Florida
