Job Details

Job Title

Specialist, Client Processing Representative – Wealth Services

Job Description

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.

About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn.

Here's a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

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

BNY assesses market data to ensure a competitive compensation package for our employees. 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. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Info

• Job Identification 79342
• Job Category Transaction Processing
• Locations Work from Home NC, Raleigh, NC, 27603, US
• Job Schedule Full time
• Job Shift Day
• Base Salary Min 52000
• Base Salary Max 73000