Client Operations Analyst (contract)

BNY; Berwyn (PA); Hybrid; USD 33,000 - 41,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Hybrid schedule

Job summary

BNY in Berwyn, PA seeks a Client Operations Analyst to support a high-volume back-office team handling tax harvest requests during the busy season. You will review submissions received via webpage, email, and fax, ensuring accuracy and escalating issues as needed.

This is a 5-month contract with potential extension and conversion. The role requires four days onsite on a hybrid schedule, offering hands-on experience in wealth solutions and financial services.

Qualifications

• High school diploma or equivalent required.
• Strong attention to detail and ability to follow procedures.
• Experience in high-volume, fast-paced environments is preferred.
• Ability to work independently with minimal supervision.
• Back-office operations or processing experience is a plus.
• Recent graduates encouraged to apply.

Responsibilities

• Review and process tax harvest requests across webpage submissions, email, and fax.
• Manage a large volume of time-sensitive requests with accuracy.
• Follow detailed procedures and quality controls during processing.
• Identify discrepancies and escalate issues to keep requests moving.
• Prioritize work and meet required timelines.
• Provide support for other team workflows during seasonal downtimes.
• Progress from training to independently handling assigned requests.

Skills

Attention to detail

Procedural discipline

Time management

Independent work

Organizational skills

Adaptability

Education

High school diploma or equivalent

College degree preferred (Finance/Accounting/Business)

Job description

At BNY, our culture allows us to run our company better and enables you to grow and succeed. 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 and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance, and this is what is all about. Join us and be part of something extraordinary.

Job Summary:

We are seeking a Client Operations Analyst to support a high‑volume back‑office operations team responsible for processing tax harvest requests during the busy tax season. This role will review and process requests received through multiple channels, including webpage submissions, email, and fax, while following established procedures, identifying discrepancies, and escalating issues appropriately.

This is a 5‑month contract with potential for extension and conversion. The role is based in Berwyn, PA, with a hybrid schedule requiring four days onsite.

Key Responsibilities:

• Tax Harvest Processing: Review and process tax harvest requests received through webpage submissions, email, and fax, ensuring requests are handled accurately and efficiently.
• High-Volume Operations: Manage a large volume of time-sensitive requests while maintaining accuracy and meeting established processing expectations.
• Procedure & Quality Control: Follow detailed procedures and processing instructions carefully while reviewing requests for completeness and accuracy.
• Discrepancy Resolution: Identify discrepancies or issues during processing and escalate them appropriately to ensure requests can move forward without unnecessary delays.
• Task Management: Prioritize assigned work, manage competing tasks, and ensure requests are completed within required timelines.
• Additional Operations Support: As seasonal tax harvest volumes decrease, provide support for other team workflows, which may include account setup and processing activities related to freezes, liquidations, and terminations.
• Independent Work: Progress from initial training and job shadowing to independently managing assigned requests with minimal supervision.

Qualifications:

• Strong attention to detail and ability to identify errors or discrepancies.
• Ability to follow detailed procedures and process instructions accurately.
• Experience working in a high-volume, fast-paced, or process-driven environment.
• Strong organizational and time-management skills.
• Ability to work independently while knowing when to escape questions or issues.
• Back-office operations, administrative, or process-driven experience preferred.
• High school diploma or equivalent required.
• Recent graduates, internship candidates, and individuals with 1–2 years of relevant experience are encouraged to apply.

Preferred Experience:

• College degree, particularly in Finance, Accounting, Business, or a related field.
• Previous experience in financial services or wealth management.
• Experience processing high volumes of transactions, requests, or operational tasks.
• Experience working with detailed procedures, quality controls, or reconciliation-related activities.

Why Join Us:

This is an excellent opportunity to gain hands‑on experience within a wealth solutions and financial services environment while developing valuable operations and processing 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

Pay Rate Range

24 - 30 USD hourly

Benefits Information

Optional benefits offering include medical, dental, vision and retirement benefits via Tundra Technical Solutions.