BNY
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Client Operations Analyst (contract)
role at
BNY .
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what it is all about.
Job Summary This role supports the Mutual Fund Transfer team by processing and reviewing transfer requests between Pershing and directly held fund companies. The position offers a stable, well‑documented environment where new talent can gain hands‑on exposure to foundational mutual fund transfer processing. The role is based on site at 300 Building, Lake Mary, FL (4 days per week) and includes the potential for extension.
Key Responsibilities
Mutual Fund Transfer Processing: Review incoming mutual fund transfer forms for accuracy and completeness, ensuring all documentation is in good order prior to release.
Work Basket Management: Process a high-volume work basket, reviewing transfer documentation and releasing transfers for processing (approximately 100+ documents per day).
Transfer Requests & Follow‑Ups: Fax and email transfer requests to fund companies, monitor in‑process transfers, and perform required follow‑ups.
Client & Account Support: Handle sensitive customer account information within service center systems while maintaining accuracy and confidentiality.
Operational Execution: Support daily manual processing workflows, including sending paperwork and managing transfers across varying account types.
Qualifications
Exceptional attention to detail
Ability to manage multiple tasks with deadlines in a structured environment
Reliable and punctual
Comfortable handling sensitive financial information
Strong written and verbal communication skills
Proficiency with Excel and Outlook
Preferred Experience
Financial Services industry experience (highly preferred)
Experience working in operations, processing, or written correspondence
Positive, team‑oriented mindset with the ability to work autonomously
Interest in process improvement and proactive problem‑solving
Why Join Us This is an opportunity to join a stable, process‑driven team within Financial Services, offering meaningful exposure to mutual fund transfer processing. The role provides structured training (approximately one week), hands‑on shadowing, and a clear ramp‑up path, with most associates processing independently by weeks 2–3. Team members who succeed are detail‑oriented, organized, and comfortable working both independently and collaboratively.
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023‑2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023‑2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023
Pay Rate Range Min Pay Rate: 24 USD hourly Max Pay Rate: 30 USD hourly
Additional Notes Applications will be accepted on an ongoing basis.
This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full‑time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.
Benefits Information Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.
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Client Operations Analyst (contract)
role at
BNY .
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what it is all about.
Job Summary This role supports the Mutual Fund Transfer team by processing and reviewing transfer requests between Pershing and directly held fund companies. The position offers a stable, well‑documented environment where new talent can gain hands‑on exposure to foundational mutual fund transfer processing. The role is based on site at 300 Building, Lake Mary, FL (4 days per week) and includes the potential for extension.
Key Responsibilities
Mutual Fund Transfer Processing: Review incoming mutual fund transfer forms for accuracy and completeness, ensuring all documentation is in good order prior to release.
Work Basket Management: Process a high-volume work basket, reviewing transfer documentation and releasing transfers for processing (approximately 100+ documents per day).
Transfer Requests & Follow‑Ups: Fax and email transfer requests to fund companies, monitor in‑process transfers, and perform required follow‑ups.
Client & Account Support: Handle sensitive customer account information within service center systems while maintaining accuracy and confidentiality.
Operational Execution: Support daily manual processing workflows, including sending paperwork and managing transfers across varying account types.
Qualifications
Exceptional attention to detail
Ability to manage multiple tasks with deadlines in a structured environment
Reliable and punctual
Comfortable handling sensitive financial information
Strong written and verbal communication skills
Proficiency with Excel and Outlook
Preferred Experience
Financial Services industry experience (highly preferred)
Experience working in operations, processing, or written correspondence
Positive, team‑oriented mindset with the ability to work autonomously
Interest in process improvement and proactive problem‑solving
Why Join Us This is an opportunity to join a stable, process‑driven team within Financial Services, offering meaningful exposure to mutual fund transfer processing. The role provides structured training (approximately one week), hands‑on shadowing, and a clear ramp‑up path, with most associates processing independently by weeks 2–3. Team members who succeed are detail‑oriented, organized, and comfortable working both independently and collaboratively.
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023‑2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023‑2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023
Pay Rate Range Min Pay Rate: 24 USD hourly Max Pay Rate: 30 USD hourly
Additional Notes Applications will be accepted on an ongoing basis.
This posting is for a contract assignment with Tundra Technical Solutions to provide services to Bank of New York (BNY). Please note that this is not a full‑time employment opportunity. Candidates selected for this role will be engaged as contractors for the specified duration of the project. For any inquiries regarding the terms of the contract or engagement, please contact Tundra Technical Solutions directly.
Benefits Information Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.
#J-18808-Ljbffr