Specialist, Client Processing

About the role

The Specialist, Account Management I role is located in Berwyn, PA. This role is responsible for performing quality reviews of new accounts, account maintenance transactions, and cash flows to ensure accuracy prior to trading. They also validate the accuracy of required documentation and manage multiple workflow queues to ensure accounts are reviewed with 100% accuracy, traded within client/sponsor guidelines, and meet internal and external SLAs. Additionally, they generate and review control reports, escalate elevated risk or high-impact transactions, and serve as a subject matter expert for Quality Control workflows and procedures.

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, escalate elevated risk or high-impact transactions, and act as a subject matter expert for Quality Control workflows and procedures

Requirements

• 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
• An 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

Qualifications

• Must have a Bachelor's degree or equivalent combination of education and experience
• Must have 0 – 5 years of total work experience
• Must have experience in a control function, preferably at an asset manager or related financial services firm
• Must possess analytical skills with an inquisitive mindset and strong organizational skills to manage multiple projects
• Must have excellent written communication and presentation skills; experience working under tight timelines, producing accurate results, and mitigating risks

Skills

• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Ability to manage multiple tasks and prioritize effectively
• Knowledge of financial services and regulatory requirements

Benefits

• Competitive compensation package
• Flexible global resources and tools for your life’s journey
• Health, dental, vision, and basic life insurance plans
• Paid volunteer time
• Generous paid leaves
• Various paid time off benefits, such as vacation and sick time

Pay

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.

Schedule

Details of the schedule will be provided if an employee receives an offer of employment.

Contact

For more information about the BNY Archer team and recent awards, visit BNY Newsroom and BNY LinkedIn.

Equal Employment Opportunity/Affirmative Action Employer

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.