Wealth Client Processing Specialist
BNY
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 in financial services, along with strong analytical and problem-solving skills. Benefits include competitive compensation, flexible global resources, and generous paid leave. BNY promotes a culture of excellence and encourages continuous improvement within the team. #J-18808-Ljbffr BNY
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Processing Specialist in Berwyn, PA vacancy
- 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...Suggested
- 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...SuggestedWork at office
- ...Client Processing Representative 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 nearly 20% of...SuggestedWork at officeWorldwideFlexible hours
- BNY Mellon in Berwyn, PA is seeking a Specialist in Client Processing to perform quality reviews of new accounts and ensure documentation accuracy. This role involves managing workflows to meet internal and external SLAs. The ideal candidate will hold a Bachelor's degree...SuggestedFlexible hours
$25 - $32 per hour
...Client Service Coordinator CLA is a top 10 national professional services firm where our... ...communities through industry-focused wealth advisory, digital, audit, tax, consulting... ...through timely and efficient communication, processing of client paperwork and client requests...SuggestedHourly payCliftonLarsonAllen
King of Prussia, PA2 days ago- Job Description We're seeking a future team member for the role of Specialist, Client Processing Representative - Wealth Services to join our Wealth Services team. This role is located in Berwyn, Pennsylvania Process a high volume of client transactions and account-related...Work at officeWorldwideFlexible hours
- Waldron Private Wealth is seeking a Wealth Planning Strategist in Wayne, Pennsylvania. The successful candidate will manage the financial planning process for clients with revenues between $2MM to $8MM, ensuring exceptional service and generating innovative investment...
- Bank of America in Wayne, Pennsylvania is seeking a motivated professional to provide client service support to Financial Advisors. The role involves educating clients on banking offerings and ensuring operational excellence by maintaining accurate client materials and...Work at office
- Analysis and order generation of retail SMA accounts for Managed Solutions SMA clients Management and periodic reconciliation of SMA manager models Delivery and management of UMA (Model Only) data to manager sponsor relationships Trade error analysis and resolution Requirements...
- Personal Wealth - New Account Approval TeamAt Vanguard, we have a client-first mentality that we live and breathe every day through... ...an Account Approval Operations Specialist. You'll play a key role in... ...excellence.What You’ll Do:Review, process, and approve new client...Full timeWork experience placement
- ..., while enabling them to preserve their wealth for future generations, and provide for... ...Advisor in delivering exceptional services to clients, with the potential to lead less complex... ..., investment, and financial planning processes Begins to prepare and make...Permanent employmentTemporary workWork at officeFlexible hours
CI Financial Careers
Wayne, PA4 days ago - ...role Are you skilled at developing wealth management strategies? Does financial data... ...Associate to: • assist financial advisors in client conversations, providing analytic... ...reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.Flexible hours
UBS
Conshohocken, PA2 days ago - ...to contribute to the company’s success. As a Premier Client Financial Advisor within PNC's Wealth Management organization, you will be based in Phoenixville... ...is required to participate in the application process, please contact us via email at ****@*****.***...Full timeTemporary workWork experience placement
- ...Specialist, Client Processing 2 Trading Services We're seeking a future team member for the role of Senior Associate, Trading Services to join our Management Account Solutions team. This role is located in Berwyn, Pennsylvania. In this role, you'll make an impact...Flexible hours
BNY
Berwyn, PA4 days ago $60k - $70k
Overview Girard, a Wealth Division of Univest, is hiring a Wealth Advisor Associate to join... ...securities licensing, and grow into a client‑facing advisor. In this position, you’ll... ...firm’s investment philosophy and selection process; gain in-depth knowledge of the investment...Temporary work- ...better secure the financial futures of their clients. Overview As a global market leader,... ..., and simplify various applications, processes, and workflows - from quote to commission... ...Knowledge Possesses advanced knowledge of the wealth management industry, including fintech...Work at officeRemote workFlexible hours
- ...Client Support Specialist SEI's Wealth business is seeking a Client Support Specialist to join our Sales and Client Team, supporting advisors and... ..., SEI remains a leading global provider of investment processing, investment management, and investment operations solutions...Flexible hours
- ...empowers your growth. Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships... ...all wealth, investment, and financial planning processes Begins to prepare and make recommendations for...Permanent employmentTemporary workWork at officeFlexible hours
- ...PA. The ideal candidate will have a minimum of 10 years of experience in business analysis, proficient in defining and documenting processes. This role will involve collaborating with cross-functional teams, establishing continuous improvement frameworks, and ensuring...
$75k - $115k
Wayne, PA | Hybrid (3 Days in Office) Wealth Management / RIA Compensation Requirements:... ...DOE plus bonus About the Opportunity Our client is a growing wealth management firm seeking... ...all paperwork is complete and accurate Process ACATs, account opening documentation, and...Full timeWork at office- Planet Pharma is seeking a Client Transition Specialist to support client transitions related to next-generation data assets. This role coordinates... ...a positive client experience throughout the transition process. Responsibilities include monitoring milestones, resolving...
- Are you skilled at developing wealth management strategies? Does financial data excite you... ...Assist financial advisors in client conversations, providing analytic information... ...accommodation/adjustments throughout our recruitment process, you can always contact us. #J-18808-...Full time
- A premier Wealth Management firm in Plymouth Meeting, PA is looking for an Associate Client Advisor to support Client Advisors by preparing materials, organizing financial data, and managing workflows. The ideal candidate will have a Bachelor's degree and 0-2 years of experience...
- Specialist, Client Processing 2 Trading Services We’re seeking a future team member for the role of Senior Associate, Trading Services to join our Management Account Solutions team. This role is located in Berwyn, Pennsylvania Responsibilities Analysis and order generation...
- 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
- Specialist, Account Management I At BNY, our culture allows us to run our company better and... ...technologies to collaborate with clients, driving transformative solutions that redefine... ...documentation and identify missteps in processing, documentation, or workflow handling Manage...Work experience placementWorldwideFlexible hours
- ...breakthrough technologies to collaborate with clients, driving transformative solutions that... ...team member for the role of Senior Specialist, Client Operations, to join our Client Service... ...client issues, and contributes to process improvements. To be successful in this...Work experience placementWorldwideFlexible hours
- Specialist, Client Processing This role is located in Berwyn, PA. Key Responsibilities 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...Work experience placementFlexible hours
- SEI is seeking a Client Support Specialist to join their Sales and Client Team in Oaks, Pennsylvania. This role focuses on providing support to financial advisors and firms within the Independent Broker/Dealer market. The successful candidate will engage with SEI’s platform...
- ...you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact ****@*****.***. The Company will make reasonable accommodations for otherwise qualified applicants or...Full timePart timeFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Processing Specialist. Be the first to apply!
Related searches
- community service representative Berwyn, PA
- client service representative Berwyn, PA
- customer experience agent Berwyn, PA
- customer experience associate Berwyn, PA
- client experience specialist Berwyn, PA
- service person Berwyn, PA
- benefit customer service representative Berwyn, PA
- customer relations associate Berwyn, PA
- logistics customer service representative Berwyn, PA
- benefits customer care representative Berwyn, PA