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Specialist, Client Processing II

BNYBerwyn🇺🇸United StatesPosted Oct 14, 2026

Why This Role Stands Out

Embrace a dynamic mid-senior role with BNY where you'll gain valuable experience in client processing and trading services, fostering significant career growth within a reputable financial institution. This hybrid position is ideal for detail-oriented professionals with a finance or business background and 3-5 years of operational investment management experience who are eager to make a tangible impact. Seize this opportunity to advance your skills and contribute to a thriving team!

Quick Overview

Seniority
Mid Senior
Employment type
Full Time
Work mode
Hybrid
Location
Berwyn, United States
Posted
5 days ago
Reconciliation

Job Description

Specialist, Client Processing 2 Trading Services

We're seeking a future team member for the role of Senior Associate, Trading Services to join our Management Account Solutions team. This role is located in Berwyn, Pennsylvania

In this role, you'll make an impact in the following ways:

· Analysis and order generation of retail SMA accounts for Managed Solutions SMA clients, including daily maintenance trading, across-the-board order generation, and drift analysis

· Management and periodic reconciliation of SMA manager models

· Delivery and management of UMA (Model Only) data to manager sponsor relationships

· Trade error analysis and resolution

To be successful in this role, we're seeking the following:

· Bachelor's degree Iin Finance or Business or the equivalent combination of education and experience is required

· 3 - 5 years of experience strongly preferred

· Operational investment management experience preferred

· Experience working with Fiserv Security APL, model delivery and/or SMA trading platforms preferred

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