Client Processing Specialist II

BNY

Senior Associate, Trading Services role in Management Account Solutions team, focusing on retail SMA accounts and trading activities in Berwyn, Pennsylvania.

Posted 7/23/2026full-timeBerwyn • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $52,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in operational investment management, including analysis and order generation for retail SMA accounts, trade error analysis, and reconciliation of SMA manager models. Proficient in managing UMA data and utilizing SMA trading platforms to enhance client relationships.

Highest-signal resume keywords

Operational Investment ManagementSMA Trading PlatformsTrade Error AnalysisModel DeliveryFinancial Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Order GenerationData ManagementReconciliationTrade AnalysisFinancial Analysis

Tools & Technologies

Fiserv Security APL

Industry Keywords

SMA AccountsUMA DataInvestment ManagementClient Relationships

About the role

Key responsibilities & impact

Analysis and order generation of retail SMA accounts for Managed Solutions SMA clients
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

Requirements

What you’ll need

Bachelor's degree in Finance or Business or equivalent combination of education and experience
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

Benefits

Comp & perks

Highly competitive compensation
Generous paid leaves
Paid volunteer time
Access to flexible global resources and tools for life’s journey
Medical, dental, vision, and basic life insurance plans
Participation in 401(k) plan