Quick overview
Job description
Senior Specialist, Client Processing
BNY is seeking a Senior Specialist, Client Processing to join the Archer team in Berwyn, PA - 4 days in-office. This role will be responsible for executing quality control activities, identifying and escalating operational risk, supporting control assessments, and helping ensure processes are performed in a controlled, accurate, and compliant manner. The ideal candidate will bring strong analytical and organizational skills, control-oriented thinking, and the ability to collaborate effectively across teams while communicating insights clearly to management and senior leadership.
In this role, you'll make an impact in the following ways:
- 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
To be successful in this role, we're seeking the following:
- Bachelors degree or the equivalent combination of education and experience is required
- 5–7 years of experience preferred, in a control, quality assurance, operational risk, or related function, ideally within asset management or financial services
- 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 with the 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
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