Specialist, Client Processing Representative

Specialist, Client Processing, Wealth Services

Location:

Berwyn, Pennsylvania.

• 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, escalations and support remediation.
• Identify opportunities to streamline workflows, 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.

• Bachelor’s degree or equivalent combination of education and relevant experience preferred.
• 0–5 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.

BNY offers highly competitive compensation, benefits and wellbeing programs rooted in a strong culture of excellence and a pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster personal resilience and reach your financial goals as a valued member of the team, along with generous paid leaves, including paid volunteer time.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups / Females / Individuals with Disabilities / Protected Veterans.