Wealth Client Processing Specialist

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

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.