Wealth Client Processing Specialist

BNY; Devon (PA); On-site; USD 52,000 - 68,000; Full time

Job summary

BNY is seeking a Specialist, Client Processing Representative – Wealth Services in Berwyn, PA to join our Wealth Services team. You will process a high volume of client transactions and account-related requests in line with established procedures and service levels.

You will review work for accuracy and compliance, maintain records, resolve processing exceptions, coordinate with internal teams, and support remediation efforts while identifying workflow improvements.

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.

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.

Skills

Attention to detail

Effective written and verbal comms

Analytical thinking

Ability to manage multiple priorities

Independent and collaborative work

Curiosity and continuous improvement

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office (Excel & Outlook)

Job description

BNY is seeking a Specialist, Client Processing Representative – Wealth Services in Berwyn, PA to join our Wealth Services team. You will process a high volume of client transactions and account-related requests in line with established procedures and service levels.

You will review work for accuracy and compliance, maintain records, resolve processing exceptions, coordinate with internal teams, and support remediation efforts while identifying workflow improvements.