Client Service Officer
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 Service Officer (CSO) to join our US Transfer Agency team. This role is located in Lake Mary FL.
In this role, you’ll make an impact in the following ways:
• Oversee service levels across operating and systems areas, identifying and addressing weaknesses.
• Provide management reporting to clients and facilitate ongoing client review sessions and operational meetings.
• Act as the client’s advocate within BNY, ensuring satisfaction and escalating issues to senior management as needed.
• Partner with Operations to eliminate non-value-added processes and drive client initiatives such as fund mergers, liquidations, and conversions.
To be successful in this role, we’re seeking the following:
• Strong background in operations, systems, and company policies.
• Proven ability to resolve client issues effectively.
• Experience in financial management, contract negotiation, and project leadership.
• Excellent communication, teamwork, and problem-solving 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.
