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Specialist, Client Processing

  • Job type Posted on: Jul 22, 2026
  • Experience level BNY Mellon
  • Employment type Berwyn, Pennsylvania
  • Employment type Onsite
  • Salary Full-time

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Job Title :

Specialist, Client Processing

Job Type :

Full-time

Job Location :

Berwyn Pennsylvania United States

Remote :

No

Jobcon Logo Job Description :

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 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, raise escalations for elevated risk or high-impact transactions, and act as a subject matter expert for Quality Control workflows and procedures. Key Qualifications Bachelor's degree or 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 We offer highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. Flexible global resources and tools support your life's journey, along with generous paid leave, including paid volunteer time. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #J-18808-Ljbffr

Jobcon Logo Position Details

Posted:

Jul 22, 2026

Reference Number:

14660_44E01CD5489CB7B4119FEEEAC141BA95

Employment:

Full-time

Salary:

Not Available

City:

Berwyn

Job Origin:

APPCAST_CPC

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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 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, raise escalations for elevated risk or high-impact transactions, and act as a subject matter expert for Quality Control workflows and procedures. Key Qualifications Bachelor's degree or 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 We offer highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. Flexible global resources and tools support your life's journey, along with generous paid leave, including paid volunteer time. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. #J-18808-Ljbffr

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