Senior Specialist, Client Processing

BNY; Harrisburg (Dauphin County); On-site; USD 90,000 - 120,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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

Skills

Analytical thinking

Problem solving

Attention to detail

Communication skills

Self-starter

Organizational skills

Education

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

Tools

Microsoft Office

AI tools familiarity

Job description

We're seeking a future team member for the role of Senior Specialist, Client Operations to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (office based, 4 days a week).

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

• Perform trade model-based managed account trade administration
• Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines
• Conduct quality control checks of account-related transactions to ensure accuracy prior to trading
• Communicate frequently with custodians, banks, and brokers to expedite and resolve issues
• Identify opportunities to improve operational workflows, enhance efficiency, and support process optimization initiatives
• Leverage technology tools and demonstrate curiosity around AI-enabled solutions to help streamline processes, reduce manual effort, and improve the client and operational experience

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

• Bachelor's degree in business, finance, or a related field required
• 5 - 7 total work experience preferred
• FINRA Series 7 license required, or ability to obtain within a defined period after hire
• Strong analytical, research, and problem-solving skills with exceptional attention to detail
• Exceptional organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter
• Strong verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems
• Familiarity with AI tools and emerging technologies, or a demonstrated aptitude and willingness to learn how to apply AI to drive process improvements, efficiency gains, and better business outcomes

A continuous improvement mindset with the ability to identify, suggest, and help implement innovative operational solutions