Operations Associate (contract)

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 #LifeAtBNY is all about.

Job Summary:

This role supports Entitlements and related Operational Functions within the NetX Investor platform. The position focuses on creating and managing investor access credentials, supporting account cleanup initiatives, and assisting with regulatory and audit-related operational processes. This is an entry-level to early-career opportunity ideal for a reliable, motivated individual looking to build a foundation in financial services operations.

The role is hybrid (4 days onsite) in Lake Mary, FL.

Key Responsibilities:

• Entitlements & Access Management: Create and maintain NetX Investor IDs, enabling secure client access to account information.

• Operational Support: Assist with projects related to orphaned and unmanaged accounts, including supporting account transitions off the platform.

• Returned Mail Processing: Review, code, and resolve returned or undeliverable mail to prevent accounts from becoming abandoned.

• Audit Support: Support returned mail processes by supplying account statements and documentation to auditors.

• Cross-Team Collaboration: Work closely with onshore and offshore teams to manage urgent or high-priority requests.

• Documentation & Accuracy: Ensure accurate data entry and adherence to internal operational procedures and controls.

Qualifications:

• Associate’s degree or higher required

• 1–3 years of professional experience (entry-level candidates welcome)

• Strong reliability and attendance

• Ability to learn new systems quickly and work both independently and within a team

• Basic computer proficiency required

Preferred Experience:

• Prior customer service or administrative experience

• Familiarity with Microsoft Office tools (Excel, Word)

• Interest in building a long-term career in financial services

• Flexibility to support rare weekend work if required

Why Join Us:

This role offers an excellent entry point into financial services operations, with exposure to entitlement management, audit support, and regulatory-related processes. You’ll gain hands-on experience with the NetX Investor platform while working closely with experienced team leads who provide one-on-one training. There is potential for conversion based on performance, budget, and business need.

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