Specialist, Client Processing Representative

BNY; Berwyn (PA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Flexible global resources

Generous paid leave

Wellbeing programs

Job summary

BNY in Berwyn, Pennsylvania is seeking a Specialist in Client Processing within Wealth Services. This role involves processing client transactions, ensuring compliance, and identifying workflow improvements. Candidates should have a Bachelor’s degree and relevant experience in financial services, along with strong analytical and problem-solving skills.

Benefits include competitive compensation, flexible global resources, and generous paid leave. BNY promotes a culture of excellence and encourages continuous improvement within the team.

Qualifications

• 0–5 years experience in financial services operations and client processing.
• Ability to manage multiple priorities in a fast-paced environment.
• Client-focused mindset with sound judgment and risk awareness.

Responsibilities

• Process a high volume of client transactions and account-related requests.
• Review work for completeness, accuracy and compliance.
• Investigate and resolve processing exceptions and discrepancies.
• Identify opportunities to streamline workflows and improve quality.

Skills

Attention to detail

Analytical skills

Problem-solving abilities

Microsoft Office proficiency

Education

Bachelor’s degree or equivalent

Job description

Specialist, Client Processing, Wealth Services

Location: Berwyn, Pennsylvania.

Responsibilities

• Process a high volume of client transactions and account‑related requests in accordance with established procedures; monitor queues and meet service level expectations.


• Review work for completeness, accuracy and compliance with internal controls, policies and regulatory requirements; maintain accurate records and documentation.


• Investigate and resolve processing exceptions and discrepancies; coordinate with internal teams and stakeholders; identify risks, escalations and support remediation.


• Identify opportunities to streamline workflows, improve quality and turnaround time; support adoption of AI‑enabled tools and automation; use data and reporting to drive operational improvements; support audit, compliance and control activities.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience preferred.


• 0–5 years experience in financial services operations and client processing, preferably within wealth services; proficiency in Microsoft Office (Excel and Outlook) and ability to learn internal systems and digital tools quickly.


• Strong attention to detail with organizational, analytical and problem‑solving abilities; effective written and verbal communication; ability to manage multiple priorities in a deadline‑driven environment.


• Client‑focused mindset with sound judgment and risk awareness; ability to work independently and collaboratively; curiosity and continuous improvement mindset, with comfort using AI‑enabled tools and automation.

Benefits & Rewards

BNY offers highly competitive compensation, benefits and wellbeing programs rooted in a strong culture of excellence and a pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster personal resilience and reach your financial goals as a valued member of the team, along with generous paid leaves, including paid volunteer time.

Equal Employment Opportunity

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