Senior Client Operations Specialist - Trade & AI Tools

BNY; Harrisburg (Dauphin County); In loco; USD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

BNY in Berwyn, PA is seeking a Senior Specialist, Client Operations to join our Managed Account Solutions team. The office-based role requires 4 days on-site and offers exposure to trade model-based account administration and process optimization.

You will handle multiple trade workflows, perform quality checks, and collaborate with custodians, banks, and brokers to resolve issues. Afocus on AI-enabled improvements and continuous efficiency gains will be valued.

Competenze

• Bachelor's degree in business, finance, or a related field.
• 5–7 years of total work experience preferred.
• FINRA Series 7 license required or obtainable after hire.
• Strong analytical, research, and problem-solving skills with attention to detail.
• Excellent organizational, prioritization, and time-management abilities.
• Strong verbal and written communication; proficient with Microsoft Office and quick learner of proprietary systems.
• Familiarity with AI tools or willingness to learn applying AI to improve processes.
• Continuous improvement mindset to suggest innovative solutions.

Mansioni

• Perform trade model-based managed account trade administration
• Manage multiple workflow queues to ensure trades follow client/sponsor guidelines
• Conduct quality control checks of account-related transactions prior to trading
• Communicate with custodians, banks, and brokers to expedite and resolve issues
• Identify opportunities to improve operational workflows and efficiency
• Leverage technology tools and AI-enabled solutions to streamline processes

Conoscenze

Analytical thinking

Problem solving

Attention to detail

Communication skills

Self-starter

Organizational skills

Formazione

Bachelor's degree in business, finance, or a related field

Strumenti

Microsoft Office

AI tools familiarity

Descrizione del lavoro

BNY in Berwyn, PA is seeking a Senior Specialist, Client Operations to join our Managed Account Solutions team. The office-based role requires 4 days on-site and offers exposure to trade model-based account administration and process optimization.

You will handle multiple trade workflows, perform quality checks, and collaborate with custodians, banks, and brokers to resolve issues. Afocus on AI-enabled improvements and continuous efficiency gains will be valued.