Specialist, Client Processing

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

In this role, you''ll make an impact in the following ways:

• Process a high volume of client transactions and account-related requests in accordance with established procedures; monitor queues and meet service level expectations.
• Review work for completeness, accuracy, and compliance with internal controls, policies, and regulatory requirements; maintain accurate records and documentation.
• Investigate and resolve processing exceptions and discrepancies; coordinate with internal teams and stakeholders; identify risks, escalate appropriately, and support remediation.
• Identify opportunities to streamline workflows and improve quality and turnaround time; support adoption of AI-enabled tools and automation; use data and reporting to drive operational improvements; support audit, compliance, and control activities.

To be successful in this role, we''re seeking the following:

• Bachelor's degree or equivalent combination of education and relevant experience preferred.
• 0 - 3 years'' experience in financial services operations and client processing, preferably within wealth services; proficiency in Microsoft Office (Excel and Outlook) and ability to learn internal systems and digital tools quickly.
• Strong attention to detail with organizational, analytical, and problem-solving abilities; effective written and verbal communication; ability to manage multiple priorities in a deadline-driven environment.
• Client-focused mindset with sound judgment and risk awareness; ability to work independently and collaboratively; curiosity and continuous improvement mindset, with comfort using AI-enabled tools and automation.

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 AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.