Senior Specialist, Client Operations
About The Position
BNY is seeking a Senior Specialist, Client Processing to join the Archer team in Berwyn, Pennsylvania. The role is in-office four days per week and focuses on quality control, operational risk identification and escalation, control assessments, and ensuring processes are carried out accurately and in compliance. The successful candidate will use analytical and organizational skills, apply a control-oriented approach, collaborate across teams, and communicate insights to management and senior leadership. The Senior Specialist performs quality reviews of accounts, maintenance transactions, and cash flows; examines operational workflows and controls; investigates issues and recommends remediation; and develops reporting to support oversight of quality and operational risk. The position also serves as a subject matter expert for quality control workflows and supports departmental initiatives and special projects.
Requirements
- Bachelor's degree or equivalent combination of education and experience.
- 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.
- Strong written and verbal communication skills, including presentation experience.
- Ability to produce accurate results under tight timelines while maintaining a focus on risk mitigation and quality.
- Demonstrated troubleshooting and complex problem-solving capabilities.
- Ability to organize and analyze data, prioritize work, and succeed in a deadline-driven environment.
Nice To Haves
- 5–7 years of experience in a control, quality assurance, operational risk, or related function.
- Experience in asset management or financial services.
Responsibilities
- Perform quality reviews of new accounts, account maintenance transactions, and cash flows to ensure accuracy before trading.
- Identify processing errors, documentation gaps, and workflow handling issues, and escalate them as appropriate.
- Support the identification, assessment, and reporting of key operational control risks.
- Partner with senior management to develop and enhance control assessments.
- Review operational risk items promptly and present findings to senior management.
- Lead or support investigations into major control issues, including root cause analysis and remediation recommendations.
- Conduct deep-dive reviews to assess whether processes operate effectively within established controls.
- Develop dashboards, metrics, and reporting materials for oversight of operational risk and quality trends.
- Challenge 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 improvement opportunities.
- Support departmental initiatives, strategic priorities, and special projects as needed.
- Manage multiple workflow queues in a fast-paced environment.
- Proactively identify risks that may affect downstream processes, controls, or client outcomes.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
