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Bank of New York Mellon · Berwyn, PA

# Senior Specialist, Client Processing

Berwyn, PA, United States Full-time Senior individual contributor 

Listed on Bank of New York Mellon’s official careers site. Posted July 23, 2026. Check that it is still open and apply there.
[Apply on Bank of New York Mellon’s careers site →](https://eofe.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/BNY-Careers/job/78591)

[OpenNash Jobs](https://jobs.opennash.com/) / [Bank of New York Mellon](https://jobs.opennash.com/companies/bank-of-ny-mellon/) / Senior Specialist, Client Processing

## Job description

We’re seeking a future team member for the role of Senior Specialist, Client Operations to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (office based, 4 days a week).

In this role, you’ll make an impact in the following ways:
- Perform trade model-based managed account trade administration
- Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines
- Conduct quality control checks of account-related transactions to ensure accuracy prior to trading
- Communicate frequently with custodians, banks, and brokers to expedite and resolve issues
- Identify opportunities to improve operational workflows, enhance efficiency, and support process optimization initiatives Leverage technology tools and demonstrate curiosity around AI-enabled solutions to help streamline processes, reduce manual effort, and improve the client and operational experience To be successful in this role, we’re seeking the following: Bachelor’s degree in business, finance, or a related field required 5 - 7 total work experience preferred FINRA Series 7 license required, or ability to obtain within a defined period after hire
- Strong analytical, research, and problem-solving skills with exceptional attention to detail Exceptional organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter
- Strong verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems
- Familiarity with AI tools and emerging technologies, or a demonstrated aptitude and willingness to learn how to apply AI to drive process improvements, efficiency gains, and better business outcomes A continuous improvement mindset with the ability to identify, suggest, and help implement innovative operational solutions

## At a glance
- Posted by the employer: Jul 23, 2026
- First seen by OpenNash: Oct 12, 2026
- Last checked: Oct 12, 2026
- Listed for: 81 days
- Location: Berwyn, PA, United States
- Employment type: Full-time[Apply on Bank of New York Mellon’s careers site →](https://eofe.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/BNY-Careers/job/78591)

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