Specialist, Client Processing
BNY
Specialist, Client Processing
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge Al and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Specialist, Account Management I to join our BNY Archer team. 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, escalate elevated risk or high-impact transactions, and act as a subject matter expert for Quality Control workflows and procedures
To be successful in this role, we're seeking the following:
- 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
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
- America's Most Innovative Companies, Fortune, 2025
- World's Most Admired Companies, Fortune 2025
- "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
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.
- ...Job Description Specialist, Client Processing At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20%...SuggestedWork experience placementWorldwideFlexible hours
- ...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... ...Job Identification 77478 Job Category Transaction Processing Locations 801 Cassatt Road, Berwyn, PA, 19312, US Job Schedule...SuggestedFull timeWorldwideFlexible hoursShift work
- ...Job Description Specialist, Client Processing, Wealth Services: At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence...SuggestedWork at officeWorldwideFlexible hours
- Specialist, Client Processing, Wealth Services Location: Berwyn, Pennsylvania. 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...SuggestedWork at officeFlexible hours
- ...Services Location: Berwyn, Pennsylvania Responsibilities Analysis and order generation of retail SMA accounts for Managed Solutions SMA clients, including daily maintenance trading, across-the-board order generation, and drift analysis. Management and periodic...SuggestedFlexible hours
- ...cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... ...‑onboarding. Configure and coordinate the Manager Onboarding process, including updating internal systems, following up on delegated...Work experience placementWorldwideFlexible hours
- ...Senior Specialist, Client Service Management We're seeking a future team member for the role of Senior Specialist, Client Service Management... ...Serves as the technical expert for complex transactions and processes on a daily basis. Independently assists clients by...Full timeFlexible hoursShift work
- ...looking for a motivated team player to join our team as an Order Processing Specialist. Order Processing Specialists process orders for our... ...through superior service. We provide innovation and value to our clients in the food industry, and we are successful because of our...Immediate startMonday to FridayShift work
- ...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...Flexible hours
- Position Summary The Gift Processing Specialist is a key member of the Gift Administration team in University Advancement, reporting to the Senior Director of Gift Administration. This role supports the daily operations of gift and pledge processing and ensures the accurate...Work at office
- A leading recruiting firm is looking for an ERP Business Process and Systems Specialist in King of Prussia, PA. The specialist will act as a liaison between business stakeholders and technical teams, focusing on designing efficient processes and implementing ERP solutions...Full time
$74k - $75k
A prominent service company is looking for an Accounts Receivable Specialist to oversee the full AR cycle, enhance processes, and generate insightful reports. Candidates should have 5+ years of experience in accounts receivable, proficiency in ERP systems like Sage Intacct...- Villanova University seeks a Gift Processing Specialist to support the Gift Administration team. This role involves processing donations, ensuring accurate recording and managing matching gifts. The ideal candidate will possess strong customer service skills and attention...Work at office
$50k - $55k
...incoming emails and calls, utilizing company policies to solve client issues, and escalating challenges to the managerial team when necessary... ...Help manage client expectations to avoid any disconnects with process and timing standards. Collaborate across all internal teams in...Work at office- ...Senior Analyst, Specialist Apply ( locations Malvern, PA Charlotte, NC time... ...expertise in areas such as audience targeting, client journey analytics, campaign analysis,... ...dashboards, reports, and analytic processes. Project Leadership & Strategy Partner...Full timeWork experience placement
- ...Customer Service Specialists work closely with wholesale and retail customers to determine... ...any customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...'s Create Your Possible What is the Process to get Started? Step 1 – Online Application...Contract workFor contractorsWork experience placementLocal areaAfternoon shift
$25 - $38 per hour
...B2B Lead Generation Specialist(Part‑time, Remote) Job Type: Independent Contractor, Part‑time... ...Lead Generation Specialist connects our clients with qualified prospects through... ...development, expert lead management, and sales process design. The clients that Expert Business...Hourly payPart timeFor contractorsWork experience placementRemote workWork from homeHome officeMonday to FridayFlexible hours- ...Sourcing Specialist Are you a Sourcing Specialist who thrives in complexity and is energized... ...of key suppliers. Champions sourcing process compliance. Educates key stakeholders... .../or pricing. Partners with internal clients to identify sourcing needs, develop buyer...Contract work
- ...Job Description Work as a key member of the Managed Account Solutions team, ensuring accurate transactional processing and timely resolution of exceptions for client accounts. Responsibilities Validate and process transactions in client accounts. Investigate and resolve...Flexible hours
- ...Reconciliation 2 BNY offers a dynamic environment for growth and success. We harness technology to help clients and drive transformative solutions. Responsibilities Validate and process transactions in client accounts Investigate and resolve all cash and position exceptions...Flexible hours
$19.25 per hour
...Payment Specialist Location: Chesterbrook, PA - Hybrid schedule As a Payments Specialist, you will support clients on an ongoing basis by reviewing update requests to payments schedules... ...detail and clarity Review and process plan changes when active settlements...ApprenticeshipCasual workWork at officeLocal areaFlexible hours- ...their Managed Account Solutions Team in Berwyn, Pennsylvania. The role involves ensuring accurate transactional processing and resolving exceptions for client accounts. Responsibilities include validating transactions, handling cash position exceptions, and executing...
- ...global scale, come make a difference at Fiserv. Client Tech Support - Sr Associate II About your role As a CardPointe Support Specialist, you provide Tier 1 technical and product... ...new feature adoption so businesses can process payments safely, securely, and successfully...Temporary workH1bWork at officeMonday to FridayShift work
- ...Specialist, Account Management 1 At BNY, our culture allows us to run our company better and... ...technologies to collaborate with clients, driving transformative solutions that redefine... ...ways: Establish new accounts and process account maintenance items according to service...Work experience placementWork at officeWorldwideFlexible hours
- ...The Team You’ll Join The Proposal Desk Specialist will join the Wealth Sales organization,... ..., responsible for translating complex client needs into high‑quality, timely proposals... ...an inclusive application and interview process. If you are a candidate with a disability...Work at office
- ...Job Description Specialist, Reconciliation 1 At BNY, our culture allows us to run our... ...technologies to collaborate with clients, driving transformative solutions that redefine... ...the following ways: • Validate and process transactions in client accounts • Investigate...WorldwideFlexible hours
- ...Treasury Specialist Apply ( locations Malvern, PA time type Full time posted... ...and regulatory obligations that protect client assets and enable seamless client and... ...the opportunity to continuously improve processes while building a rewarding career at one...Full timeWork experience placement
- ...and talented Medicare Bad Debt and Charity Specialist. The Medicare Bad Debt and Charity is responsible to complete daily processing of the Medicare Bad Debt worklist and monthly... ...will not email you from a public webmail client like Hotmail, Gmail, Yahoo Mail, etc. If you...Work at officeLocal area
- ...Revenue Cycle Specialist Independence Physician Management (IPM), a subsidiary of UHS,... ...consistency in 'front-end' workflows and business processes that will help the Market maximize... ...environment. Work experience in a client facing position, project management experience...Work experience placementWork at officeLocal area
$73.4k - $183.6k
...Job Overview Ensures clients obtain maximum value from products and services by providing high-quality support and building strong... ...members Assist in delivering training on tools, platforms, and processes Growth & Opportunities Build technical and client service...Full timePart timeImmediate startWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Specialist, Client Processing. Be the first to apply!
- wellness specialist Berwyn, PA
- search engine optimization specialist Berwyn, PA
- deployment specialist Berwyn, PA
- mental health specialist Berwyn, PA
- information technology specialist Berwyn, PA
- transportation specialist Berwyn, PA
- public health specialist Berwyn, PA
- criminal justice specialist Berwyn, PA
- equal employment specialist Berwyn, PA
- restoration specialist Berwyn, PA



