Senior Specialist, Client Processing

BNY Mellon • Trenton, NJ

3h • $59,000 - $99,000 • Hybrid

About The Position

BNY is seeking a Senior Specialist, Client Processing to join the Archer team in Berwyn, Pennsylvania, with four days per week in the office. This role executes quality control activities, identifies and escalates operational risk, supports control assessments, and helps ensure processes are performed in a controlled, accurate, and compliant manner. The successful candidate brings strong analytical and organizational skills, control-oriented thinking, and the ability to collaborate across teams and communicate insights clearly to management and senior leadership.

The role performs quality reviews of new accounts, account maintenance transactions, and cash flows; reviews operational risk items; supports investigations and root cause analysis; and evaluates whether processes operate effectively within established controls. It also develops metrics and reporting, identifies trends and workflow exceptions, provides challenge to first-line procedures, and serves as a subject matter expert for quality control workflows and related controls. The position supports departmental initiatives and manages multiple workflow queues in a fast-paced environment.

Requirements

• Bachelor's degree or equivalent combination of education and experience is required.
• 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 and 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.

Nice To Haves

• 5–7 years of experience preferred in a control, quality assurance, operational risk, or related function, ideally within asset management or financial services.

Responsibilities

• 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.

Benefits

• Competitive compensation.
• Benefits and wellbeing programs.
• Paid leaves, including paid volunteer time.
• Potential eligibility for an annual discretionary incentive award.
• Eligible employees may enroll in a 401(k) plan.
• Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents.
• Other benefits may include vacation and sick time, depending on the position offered.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior