Senior Specialist, Client Processing

Role Overview

BNY is seeking a Senior Specialist, Client Processing to join the Archer team in Berwyn, PA. 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