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Senior Specialist, Client Operations

Full-time

BNY

Senior Specialist, Client Processing BNY is seeking a Senior Specialist, Client Processing to join the Archer team in Berwyn, PA - 4 days in-office . This role will be responsible for executing quality control activities, identifying and escalating operational risk, supporting control assessments, and helping ensure processes are performed in a controlled, accurate, and compliant manner. The ideal candidate will bring strong analytical and organizational skills, control-oriented thinking, and the ability to collaborate effectively across teams while communicating insights clearly to management and senior leadership. 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
  • Identify processing errors, documentation gaps, and workflow handling issues, and escalate as appropriate
  • Support the identification, assessment, and reporting of key operational control risks
  • Partner with senior management to develop and enhance control assessments
  • Conduct timely reviews of operational risk items and present findings to senior management
  • Lead or support investigations into major control issues, including root cause analysis and remediation recommendations
  • Perform deep-dive reviews to evaluate whether processes are operating effectively within established controls
  • Develop dashboards, metrics, and reporting materials to support oversight of operational risk and quality trends
  • Provide effective challenge to first-line procedures and practices and communicate observations to senior management
  • Serve as a subject matter expert for quality control workflows, procedures, and related controls
  • Identify, monitor, and report trends, issues, and variances to management
  • Ensure adherence to internal procedures, SLAs, compliance requirements, and quality standards
  • Generate, review, and interpret control reports to identify workflow exceptions and opportunities for improvement
  • Support departmental initiatives, strategic priorities, and special projects as needed
  • Manage multiple workflow queues effectively in a fast-paced environment
  • Proactively identify risks that may impact downstream processes, controls, or client outcomes
To be successful in this role, we're seeking the following:
  • Bachelors degree or the equivalent combination of education and experience is required
  • 5–7 years of experience preferred, in a control, quality assurance, operational risk, or related function, ideally within asset management or financial services
  • Strong understanding of operational controls, risk identification, and process oversight
  • Ability to work effectively in a dynamic environment and translate complex issues into clear, actionable insights for senior leadership and non-technical audiences
  • Demonstrated ability to build strong partnerships and influence positive change across teams
  • Strong analytical skills, sound judgment, and an inquisitive, problem-solving mindset
  • Excellent organizational skills with the ability to manage multiple priorities and deadlines effectively
  • Strong written and verbal communication skills, including presentation experience
  • Experience producing accurate results under tight timelines while maintaining a strong focus on risk mitigation and quality
  • Demonstrated troubleshooting and complex problem-solving capabilities
  • Strong ability to organize and analyze data, prioritize work, and succeed in a deadline-driven environment
Vacancy posted 1 day ago
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