Specialist, Client Processing

BNY Mellon; Berwyn (PA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Generous paid leave

Paid volunteer time

Job summary

BNY Mellon in Berwyn, PA is seeking a Specialist in Client Processing to perform quality reviews of new accounts and ensure documentation accuracy. This role involves managing workflows to meet internal and external SLAs.

The ideal candidate will hold a Bachelor's degree, possess analytical skills, and have 0-5 years of experience in a control function. BNY Mellon offers competitive compensation, flexible benefits, and a culture of excellence.

Qualifications

• 0-5 years of total work experience preferred.
• Experience in a control function, ideally at an asset manager or related financial services firm.
• Ability to work under tight timelines and produce accurate results.

Responsibilities

• Perform quality reviews of new accounts and transactions.
• Validate accuracy of documentation and processing.
• Manage workflow queues ensuring accuracy and adherence to SLAs.
• Generate control reports and act as a subject matter expert.

Skills

Analytical skills

Organizational skills

Written communication

Education

Bachelor's degree or equivalent

Job description

Specialist, Client Processing

This role is located in Berwyn, PA.

Key Responsibilities

• Perform quality reviews of new accounts, account maintenance transactions, and cash flows to ensure accuracy prior to trading.
• Validate the accuracy of required documentation and identify missteps in processing, documentation, or workflow handling.
• Manage multiple workflow queues to ensure accounts are reviewed with 100% accuracy, traded within client/sponsor guidelines, and meet internal and external SLAs.
• Generate and review control reports, raise escalations for elevated risk or high-impact transactions, and act as a subject matter expert for Quality Control workflows and procedures.

Key Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 0-5 years of total work experience preferred.
• Experience in a control function, ideally at an asset manager or related financial services firm.
• Analytical skills with an inquisitive mindset, and strong organizational skills to manage multiple projects.
• Excellent written communication and presentation skills; experience working under tight timelines, producing accurate results, and mitigating risks.

Benefits

We offer highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. Flexible global resources and tools support your life's journey, along with generous paid leave, including paid volunteer time.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.