Senior Specialist, Client Processing

BNY Mellon • Berwyn, PA

1h • $59,000 - $107,000 • Onsite

About The Position

BNY is seeking a Senior Specialist to join its Managed Account Solutions team in Berwyn, Pennsylvania. This office-based role requires working in the office four days a week. The position administers trade model-based managed account trades, oversees workflow queues, and checks account-related transactions for accuracy. It also involves resolving issues with custodians, banks, and brokers, improving operational workflows, and exploring technology and AI-enabled solutions to streamline processes and enhance client and operational experiences.

The role requires a bachelor’s degree in business, finance, or a related field and a FINRA Series 7 license, or the ability to obtain one within a defined period after hire. Five to seven years of total work experience is preferred. The successful candidate will bring strong analytical, research, organizational, communication, and problem-solving skills, along with attention to detail and a continuous improvement mindset.

BNY describes its culture as focused on employee growth, innovation, advanced technology, and delivering solutions for clients. The company offers competitive compensation, benefits, and wellbeing programs, including generous paid leaves and paid volunteer time. Eligible employees may enroll in a 401(k) plan and participate in company-sponsored medical, dental, vision, and basic life insurance plans. Other benefits and paid time off may also be available depending on the position.

Requirements

• Bachelor’s degree in business, finance, or a related field required.
• FINRA Series 7 license required, or ability to obtain it within a defined period after hire.
• Strong analytical, research, and problem-solving skills, with exceptional attention to detail.
• Strong organizational skills and ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter.
• Strong verbal and written communication skills for interacting with internal and external parties.
• Proficiency with Microsoft Office and ability to quickly learn proprietary systems.
• Continuous improvement mindset and ability to identify, suggest, and help implement innovative operational solutions.

Nice To Haves

• Five to seven years of total work experience preferred.
• Familiarity with AI tools and emerging technologies, or demonstrated aptitude and willingness to learn how to apply AI to improve processes, efficiency, and business outcomes.

Responsibilities

• Perform trade model-based managed account trade administration.
• Manage multiple workflow queues throughout the day to ensure accounts are traded within client and sponsor guidelines.
• Conduct quality control checks of account-related transactions to ensure accuracy prior to trading.
• Communicate with custodians, banks, and brokers to expedite and resolve issues.
• Identify opportunities to improve operational workflows, enhance efficiency, and support process optimization initiatives.
• Use technology tools and explore AI-enabled solutions to streamline processes, reduce manual effort, and improve the client and operational experience.
• Help identify, suggest, and implement innovative operational solutions.

Benefits

• Competitive compensation and benefits.
• Wellbeing programs and access to flexible global resources and tools.
• Generous paid leaves, including paid volunteer time.
• Eligible employees may enroll in a 401(k) plan.
• Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans.
• Other benefits, including vacation and sick time, may be available depending on the position.

What This Job Offers

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