Senior Specialist, Client Processing

BNY Mellon; Berwyn (PA); Presencial; USD 90 000 - 130 000; Tempo integral

Resumo da oferta

BNY Mellon's Archer team in Berwyn, PA is seeking a Senior Specialist, Client Processing to execute quality control, manage risk, and ensure compliant processing of client accounts and cash flows. The role combines analytical rigor with cross-functional collaboration across treasury, operations, and technology to drive accuracy and efficiency.

The ideal candidate has 5-7 years in control or risk functions within asset management or financial services, a Bachelor's degree, and proven ability to

Qualificações

• Bachelor's degree or equivalent required.
• 5-7 years in control, quality assurance, operational risk, or related function.
• Experience in asset management or financial services preferred.
• Strong analytical, communication, and leadership skills.

Responsabilidades

• Perform quality reviews of new accounts and cash flows before trading.
• Identify processing errors and workflow issues.
• Support identification and reporting of operational control risks.
• Develop dashboards and reporting for risk and quality trends.
• Lead investigations into major control issues with root cause analysis.
• Provide challenge to first-line procedures and communicate findings to management.
• Monitor trends and variances for management oversight.
• Manage multiple workflow queues in a fast-paced environment.
• Ensure adherence to procedures and SLAs.

Conhecimentos

Quality control

Operational risk

Analytical skills

Cross-team collaboration

Communication

Project management

Time management

Presentation skills

Data analysis

Formação académica

Bachelor's degree or equivalent

Descrição da oferta de emprego

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 upscale 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