Specialist, Client Operations 1

BNY MellonBerwyn, PA
$52,000 - $56,000Onsite

About The Position

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 Al and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, 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 Associate, Account Management 1 to join our Managed Account Solutions team. This role is located in Berwyn, PA

Requirements

  • Bachelor's degree in business, finance, or a related field required
  • Minimum of 1 year of experience in a related capacity
  • Strong analytical, research, and problem-solving skills with exceptional attention to detail
  • Exceptional organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter
  • Strong verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems

Responsibilities

  • Establish new accounts and process account maintenance items according to service level agreements
  • Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines
  • Conduct quality control checks of new accounts and account maintenance transactions to ensure accuracy prior to trading
  • Communicate frequently with custodians, banks, and brokers to expedite and resolve issues

Benefits

  • highly competitive compensation
  • benefits
  • wellbeing programs
  • flexible global resources and tools
  • generous paid leaves
  • paid volunteer time
  • 401(k) plan
  • medical insurance
  • dental insurance
  • vision insurance
  • basic life insurance
  • various paid time off benefits, such as vacation and sick time
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