Specialist, Client Processing Representative

BNY Mellon; Devon (PA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Generous paid leaves

Wellbeing programs

Job summary

BNY Mellon is looking for a Specialist in Client Processing to manage client transactions and enhance service quality. The role requires a Bachelor's degree or equivalent, with 0-3 years in financial services, emphasizing attention to detail and client relations.

The position offers a competitive compensation package and supports your health and financial well-being, promoting a culture of excellence and teamwork.

Qualifications

• 0 – 3 years experience in financial services operations and client processing, preferably within wealth services.
• Effective written and verbal communication skills.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Process a high volume of client transactions and account-related requests.
• Investigate and resolve processing exceptions and discrepancies.
• Identify opportunities to streamline workflows and improve quality.

Skills

Analytical skills

Attention to detail

Client-focused mindset

Proficiency in Microsoft Office (Excel and Outlook)

Education

Bachelor's degree or equivalent combination of education and relevant experience

Job description

Specialist, Client Processing, Wealth Services

Location: Berwyn, Pennsylvania (in office)

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, elevate appropriately, and support remediation.
• Identify opportunities to streamline workflows and 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 – 3 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

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.