Senior Specialist, Client Operations

Berwyn, PAFull-timePosted Jun 30, 2026

Senior Specialist, Client Operations

In this role, you'll make an impact in the following ways:

· Establish new accounts and process account maintenance items

· Validate and process cash transactions in client accounts

· Execute daily control tasks

· Validate New Accounts, Account Maintenance Transactions and Cash Flows to ensure accuracy

To be successful in this role, we're seeking the following:

· Bachelor’s degree in business, finance, or related field preferred

· Typically 5-7 years’ experience in a related capacity, industry knowledge required

· Exceptional organizational skills, ability to prioritize, and manage multiple tasks while maintaining a high level of quality

· Experience working under tight timelines, producing accurate results, and mitigating risks

· Strong verbal and written communication skills required to interact with both internal and external parties

Want jobs like this matched to you?

Swoopd scores fresh postings against your résumé so you only see the matches that matter.

Get started free