Senior Specialist, Client Operations

BNY; Berwyn (PA); On-site; USD 90,000 - 125,000; Full time

Job summary

BNY seeks a Senior Specialist, Client Processing to join the Archer team in Berwyn, PA, with 4 days in-office. The role focuses on quality control, risk identification, and ensuring compliant, accurate processes across client processing workflows.

The ideal candidate has 5–7 years in operational risk or quality assurance within financial services, strong analytical skills, and the ability to communicate insights to senior leadership. Collaboration across teams is essential.

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required.
• 5–7 years of experience preferred in control, quality assurance, operational risk, or related function within asset management or financial services.
• Strong understanding of operational controls, risk identification, and process oversight.
• Ability to translate complex issues into clear, actionable insights for senior leadership and non-technical audiences.
• Demonstrated ability to build partnerships and influence positive change across teams.
• Strong analytical skills, sound judgment, and problem-solving mindset.
• Excellent organizational skills with ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills.

Responsibilities

• Perform quality reviews of new accounts, account maintenance transactions, and cash flows to ensure accuracy prior to trading.
• Identify processing errors, documentation gaps, and workflow handling issues, and elevate as appropriate.
• Support the identification, assessment, and reporting of key operational control risks.
• Partner with senior management to develop and enhance control assessments.
• Conduct timely reviews of operational risk items and present findings to senior management.
• Lead or support investigations into major control issues, including root cause analysis and remediation recommendations.
• Perform deep-dive reviews to evaluate whether processes are operating effectively within established controls.
• Develop dashboards, metrics, and reporting materials to support oversight of operational risk and quality trends.
• Provide effective challenge to first-line procedures and practices and communicate observations to senior management.
• Serve as a subject matter expert for quality control workflows, procedures, and related controls.
• Identify, monitor, and report trends, issues, and variances to management.
• Ensure adherence to internal procedures, SLAs, compliance requirements, and quality standards.
• Generate, review, and interpret control reports to identify workflow exceptions and opportunities for improvement.
• Support departmental initiatives, strategic priorities, and special projects as needed.
• Manage multiple workflow queues effectively in a fast-paced environment.
• Proactively identify risks that may impact downstream processes, controls, or client outcomes.

Skills

Analytical skills

Organizational skills

Cross-team collaboration

Communication skills

Education

Bachelor's degree

Job description

Senior Specialist, Client Processing BNY is seeking a

Job Description Senior Specialist, Client Processing BNY is seeking a Senior Specialist, Client Processing to join the Archer team in Berwyn, PA - 4 days in-office. This role will be responsible for executing quality control activities, identifying and escalating operational risk, supporting control assessments, and helping ensure processes are performed in a controlled, accurate, and compliant manner. The ideal candidate will bring strong analytical and organizational skills, control-oriented thinking, and the ability to collaborate effectively across teams while communicating insights clearly to management and senior leadership.

In this role, you'll make an impact in the following ways:

• Perform quality reviews of new accounts, account maintenance transactions, and cash flows to ensure accuracy prior to trading
• Identify processing errors, documentation gaps, and workflow handling issues, and elevate as appropriate
• Support the identification, assessment, and reporting of key operational control risks
• Partner with senior management to develop and enhance control assessments
• Conduct timely reviews of operational risk items and present findings to senior management
• Lead or support investigations into major control issues, including root cause analysis and remediation recommendations
• Perform deep-dive reviews to evaluate whether processes are operating effectively within established controls
• Develop dashboards, metrics, and reporting materials to support oversight of operational risk and quality trends
• Provide effective challenge to first-line procedures and practices and communicate observations to senior management
• Serve as a subject matter expert for quality control workflows, procedures, and related controls
• Identify, monitor, and report trends, issues, and variances to management
• Ensure adherence to internal procedures, SLAs, compliance requirements, and quality standards
• Generate, review, and interpret control reports to identify workflow exceptions and opportunities for improvement
• Support departmental initiatives, strategic priorities, and special projects as needed
• Manage multiple workflow queues effectively in a fast-paced environment
• Proactively identify risks that may impact downstream processes, controls, or client outcomes

To be successful in this role, we're seeking the following:

• Bachelors degree or the equivalent combination of education and experience is required
• 5–7 years of experience preferred, in a control, quality assurance, operational risk, or related function, ideally within asset management or financial services
• Strong understanding of operational controls, risk identification, and process oversight
• Ability to work effectively in a dynamic environment and translate complex issues into clear, actionable insights for senior leadership and non-technical audiences
• Demonstrated ability to build strong partnerships and influence positive change across teams
• Strong analytical skills, sound judgment, and an inquisitive, problem-solving mindset
• Excellent organizational skills with the ability to manage multiple priorities and deadlines effectively
• Strong written and verbal communication skills, including presentation experience
• Experience producing accurate results under tight timelines while maintaining a strong focus on risk mitigation and quality
• Demonstrated troubleshooting and complex problem-solving capabilities
• Strong ability to organize and analyze data, prioritize work, and succeed in a deadline-driven environment

About Us

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 is all about. Join us and be part of something extraordinary.

About The Team

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.