Specialist, Client Processing II
BNY Mellon
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 of retail SMA accounts for Managed Solutions SMA clients, including daily maintenance trading, across-the-board order generation, and drift analysis 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 Qualifications Bachelor's degree or the equivalent combination of education and experience is required 3 - 5 years of experience strongly preferred Operational investment management experience preferred Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms preferred #J-18808-Ljbffr
- ...role, you'll make an impact in the following ways: 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 reconciliation...SuggestedFlexible 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
- ...role, you'll make an impact in the following ways: 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
- ...Berwyn, Pnnsylvania Works with external clients to resolve complex day-to-day issues and... ...routine client issues, and contributes to process improvements. Job Description We're... ...future team member for the role of Senior Specialist, Client Operations, to join our Client Service...SuggestedWork 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...SuggestedWork experience placementFlexible hours
- ...Job Title Specialist, Client Processing Representative Wealth Services 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...Full timeWork at officeWork from homeFlexible hoursShift work
- ...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
- 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
- ...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...Work at officeWorldwideFlexible hours
- ...information systems. The Project Controls Specialist II reports on cost controls and schedules... ...are filed appropriately and work processes are used according to project procedures... ...targets.Develop and produce reports for client and project management (PM) staff to monitor...Full timeFor contractors
- Specialist, Trading Services II At BNY, our culture allows us to run our company better and enables employees... ...technologies to collaborate with clients, driving transformative solutions... ...following ways: Performing daily trade processing and settlement, including Fixed...Work experience placementWorldwideFlexible hours
$17.2 - $23.37 per hour
...Client Service II Representative- Technical Support US-PA-West Chester Job ID: 34636 Type: Full-Time # of Openings: 1 Category... ...creation of the Site Procedure Guide to ensure all account processes are properly recorded. - Oversees workflow and job balance...Hourly payFull timeFor contractorsFor subcontractorCasual workWork at officeLocal area- Specialist, Trading Services II Location: Berwyn, PA. Responsibilities Perform daily trade processing and settlement, including Fixed Income and Equities. Manage the end-to-end lifecycle of a trade, ensuring accurate settlement between counterparties and resolving fails...Work experience placementFlexible hours
- 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
- We're seeking a future team member for the role of Senior Specialist, Client Operations, to join our Client Service team . This role is located... ...complex or non-routine client issues, and contributes to process improvements. To be successful in this role, we're seeking...Work experience placement
- ...This role is located in Berwyn, Pennsylvania. Validate and process transactions in client accounts Investigate and resolve all cash and position... ...We’re seeking a future team member for the role of Specialist, Reconciliation 2 to join our Managed Account Solutions team...WorldwideFlexible hours
- ...Client Service Specialist II Aon is looking for a Client Service Specialist II in our Fort Washington, PA office. This position will support... ...the Account Executives on assigned accounts, managing key processes that serve clients including servicing new and renewal...Work experience placementWork at officeRemote 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
- 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...
- 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...Work at office
- We are seeking an experienced ServiceNow ITSM Process & Governance Specialist to provide governance and hands-on support in a ServiceNow environment. Reporting to the Sr. Manager of IT Service Delivery, this role will translate business and operational needs into practical...Local area
- ...Description Elwyn is currently seeking a Mental Health Program Specialist II to develop, implement, and document individual progress for... ...a reasonable accommodation for any part of the employment process, please contact us by email at ****@*****.*** and let us...Work at officeLocal areaFlexible 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...Flexible hours
$24.28 - $32.44 per hour
...Technical Services Building Systems Specialist II (BSS II)The Technical Services Building Systems Specialist II (BSS II) is a skilled member... ...of new construction scope as part of the commissioning process.• Actively utilize the CxAlloy software to document assigned new...Full timeWork at officeRemote work$18.39 per hour
...Billing Representative II - West Norriton, PA, Monday to Friday, 7:00AM - 3:30PM Eastern... ...organization. Will work with Patient, Client and/or Third Party insurance bills. Responsibilities... ...and post bad address denials to claims. Processing changes to bill from Client to insurance....Full timePart timeWork experience placementLive inWork at officeRemote workWork from homeMonday to FridayFlexible hours2 days per week- Jefferson Health in Huntingdon Valley, PA, seeks a Patient Services Associate (PSA) II to enhance the patient and visitor experience by courteously processing arrivals and departures, verifying demographics, insurance and referrals for procedures. The role includes obtaining...
- ...Advisor to support the preparation, coordination, and management of client-facing agreements for our Workplace Solutions business. This... ...for someone who enjoys navigating the contract lifecycle, process ownership, stakeholder coordination, and work that directly supports...Ongoing contractFull timeContract workWork experience placement
- 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
- Transportation Planner Specialist II Location(s): West Point, PA; Rahway, NJ (Hybrid) Summary The Transportation Planner Specialist II... ...projects as a functional area expert (SME) for transportation processes. Perform root cause analysis on service failures using data...Work at office
- ...Billing Coordinator II You'll play a critical role in creating a quality experience... ...accurately capture data/information for processing. Communicates and collaborates with members... ..., accuracy, quality, patient and client satisfaction and attendance. This position...Full timePart timeWork experience placementLive inWork at officeRemote workMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Specialist, Client Processing II. Be the first to apply!
- configuration specialist Berwyn, PA
- localization specialist Berwyn, PA
- ecommerce specialist Berwyn, PA
- infectious disease specialist Berwyn, PA
- credit specialist Berwyn, PA
- microbiology specialist Berwyn, PA
- mental health specialist Berwyn, PA
- restaurant specialist Berwyn, PA
- search engine optimization specialist Berwyn, PA
- consulting specialist Berwyn, PA


