Wealth Client Processing Specialist – In-Office

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

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.