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.Job details are sourced from the employer's original posting.
Open job postingAbout the company
The Bank of New York Mellon Corporation is an American investment banking services company that is a financial services group formed in 2007 by the merger of the Bank of New York and Mellon Financial Corporation.