Specialist, Client Processing II

BNY · Houston

Don’t apply blind. See how your CV matches this role first — free, in 30 seconds.

You will leave NewLuxJob. We do not receive or handle applications.

Company
BNY
Location
Houston
Posted
July 23, 2026

About this job

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 Finance or Business or the equivalent combination of education and experience is required · 3 - 5 years of experience…

This is a short summary.

Want to know if you're a fit? Check your CV against this role — free, in 30 seconds.

Similar jobs

See if your CV fits this job

Paste your CV for an instant match score against this role — and get a tailored cover letter in one click.

  • Instant match score for this role
  • Tailored cover letter in one click
  • Free — no credit card
Check my CV — free