BNY Wealth Newport Beach CA

Senior Specialist, Client Processing

Full-time · Boston, MA
✓ Verified live on the employer's own system · added 75 days ago
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Mid-level · 5+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 5+ years

Skills & tools

Data AnalysisManagementTeam Leadership

Benefits — mentioned in this posting

Wellness & perksPaid time off
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Full job description

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Specialist, Client Processing , to join our Fund and IS Client Ops team. This role is located in Westborough, MA.

  • Provide complex analytics and reporting services to improve and automate Client Processing systems, solving complex problems based on deep system knowledge.
  • Manage moderate to complex external client issues and directly advise organizational units/teams to ensure timely delivery of service and issue resolution, including regular meetings to address and resolve problems.
  • Participate in product development, enhancement, and system testing to ensure products accurately and efficiently process high-value transactions, integrating in-depth area knowledge with industry standards and practices.
  • Support lower-level client processing roles and contribute to the achievement of related teams’ objectives; may allocate and check work and perform specific supervisory review, training, and approval actions.
  • Bachelor’s degree or an equivalent combination of education and experience.
  • 5–7 years of total work experience preferred.
  • Experience in brokerage processing preferred.
  • Applicable local/regional licenses or certifications as required by the business.
  • People leadership (if applicable): May allocate and check work of other team members and be responsible for supervisory review, training, and approval actions.

At BNY, our culture speaks for itself, check out the latest BNY news at:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

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. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work.

We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

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