Specialist, Client Processing
Listed on 2026-07-08
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Finance & Banking
Financial Compliance
Specialist, Client Processing
We are a leading global financial services company. Join us and be part of something extraordinary.
This role is located in Berwyn, PA.
In this role, you'll make an impact in the following ways:- Perform quality reviews of new accounts, account maintenance transactions, and cash flows to ensure accuracy prior to trading
- Validate the accuracy of required documentation and identify missteps in processing, documentation, or workflow handling
- Manage multiple workflow queues to ensure accounts are reviewed with 100% accuracy, traded within client/sponsor guidelines, and meet internal and external SLAs
- Generate and review control reports, upgrade elevated risk or high-impact transactions, and act as a subject matter expert for Quality Control workflows and procedures
- Bachelor's degree or the equivalent combination of education and experience
- 0 – 5 years of total work experience preferred
- Experience in a control function, ideally at an asset manager or related financial services firm
- Analytical skills with an inquisitive mindset, and strong organizational skills to manage multiple projects
- Excellent written communication and presentation skills; experience working under tight timelines, producing accurate results, and mitigating risks
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.
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