Specialist, Client Processing
BNY
Specialist, Account Management I 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. Job Summary 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. 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 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, escape elevated risk or high-impact transactions, and act as a subject matter expert for Quality Control workflows and procedures Qualifications 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 Benefits 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. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Eligible employees may enroll in a 401(k) plan as well as participate in company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees may also receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. EEO Statement BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #J-18808-Ljbffr BNY
- ...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...SuggestedWork experience placementWorldwideFlexible hours
- ...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...SuggestedFlexible hours
- 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...Suggested
- ...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...SuggestedFull timeWork at officeWork from homeFlexible hoursShift work
- 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 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
- Specialist, Client Processing, Wealth Services Location: Berwyn, Pennsylvania (in office) Responsibilities Process a high volume of client transactions and account-related requests in accordance with established procedures; monitor queues and meet service level expectations...Work 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...Flexible hours
- ...breakthrough technologies to collaborate with clients, driving transformative solutions that... ...a future team member for the role of Specialist, Client Service Management II (Money... ...Configure and coordinate the Manager Onboarding process, including: updating internal systems,...Work experience placementWorldwide
- Job Description BNY is looking for a proactive Client Service professional who brings curiosity, resilience, and a bias for action to... ...initiatives designed to improve the client experience and help develop process improvements. Support multiple, complex client accounts and...Work experience placementWorldwideFlexible hours
- Senior Specialist, Client Operations Responsibilities Establish new accounts and process account maintenance items Validate and process cash transactions in client accounts Execute daily control tasks Validate new accounts, account maintenance transactions, and cash...Flexible 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
- 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 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
- 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...
- 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
- 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
- ...monitoring capabilities, controls, data quality, and reporting processes while overseeing compliance technology vendors and holding providers... ...a mission.To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our...Full timeWork experience placement
- ResponsibilitiesLead, coach, and develop a team of approximately 15 client representatives, creating a culture of accountability,... ...cross-functional stakeholders to support operational initiatives, process improvements, and business priorities.Demonstrate adaptability...Full timeWork at office
$22 - $23 per hour
...Client Coordinator Allure Aesthetics is a luxury medical aesthetics practice in King of Prussia, PA, known for refined results, thoughtful... ...first impression Assist with check-in and checkout Process payments accurately Schedule, cancel, or otherwise adjust...Hourly payFull timeWork at officeRemote work- ...adopted in practice.Our work spans technology implementations, process improvements, culture initiatives, organizational change, and enterprise... ...a mission.To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our...Full timeWork experience placement
$117k - $184.2k
Job DescriptionOur company is seeking a Senior Specialist in Process Automation to join our Digital Manufacturing Operations organization at the dynamic West Point site. We are committed to fostering an environment of mutual respect, encouragement, and teamwork. As part...Permanent employmentFull timeFor contractorsLocal areaFlexible hours- ...are equally committed to creating a healthier environment and planet through our sustainability efforts. Job SummaryThe Senior Specialist, Process supports the development, documentation, and continuous improvement of West’s end-to-end planning framework across process,...Relocation3 days per week
- ...procurement lifecycle. The Strategic Sourcing Specialist is responsible for developing and... ...navigate cross-functional decision-making processes.Strong organizational skills with the... ...the long-term financial wellbeing of our clients. To lead through product and services that...Full timeContract workWork at office
- As a Private Asset Valuation Specialist, you will play a key role in executing and supporting the valuation process for private asset investments within Vanguard. Responsibilities... ...the long-term financial wellbeing of our clients. To lead through product and services that...Full time
- ...innovation, and risk management considerations.Drive sourcing process compliance and ensure accurate maintenance of supplier, contract... ...a mission.To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients...Full timeContract work
- ...Job Description Job Description Process Team Engineering Manager Keystone Engineering Group, Inc. is a Professional Engineering Firm... ...Delaware. Keystone has cultivated a strong employee and client centered environment where employees are valued, respected, and...Temporary workVisa sponsorshipWork visaNight shift
$25 - $38 per hour
...Job Description B2B Lead Generation Specialist (Part-time, Remote) Job Type: Independent... ...Generation Specialist connects our clients with qualified prospects through outbound... ..., expert lead management, and sales process design. The clients that Expert Business...Remote jobHourly payPart timeFor contractorsWork experience placementWork from homeHome officeMonday to FridayFlexible hours- 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...
- ...information systems. The Project Controls Specialist II reports on cost controls and... ...documents 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
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